Advanced Filters window—Create Personalized Letters
The Advanced Filters window is where you can specify additional sorting criteria for selecting the cards you want to create personalized letters for.
If you haven’t installed OfficeLink or you don’t have an OfficeLink-compatible word processing program, you can create a mail-merge file that can be used with most word processing software to create personalized letters. See Review Cards Before Exporting window.
The name of this field is determined by the selection made in the Card Type field.
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All. Select this option to create letters for all cards of the card type you selected in the Card Type field.
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Selected. Select this option if you want to create a letter for a single card. Type or select the card in the adjacent field.
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Last Reminded Before
Limit your search to cards that have a reminder date listed that occurs on or before the specified date. If you’d like to enter a date using a calendar, click the calendar icon or press the space bar to open the calendar window.
Click to accept the entries you’ve made in this window. The Review Cards Before Exporting window will reappear, and you can verify the list of cards for which letters will be printed.
