Mail merge

Hi, Is there anyway to do a mail merge?

1. I would like to send a letter out to my customers of a new product and i would like to be able to print the standard letter for all straight from the solar accounts?

2. If not is there a way we can export the customer list to a csv file?

Thanks in advance

Billy
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Posted by Billy on Sep 22, 2010 12:54 PM BST

Hi Billy,

No, Solar Accounts doesn't include a 'mail merge' facility. To export the customer data to a CSV file:
1. Click menu File > Export To > Comma-Separated CSV File
2. Click 'Select None, then tick 'Customers'
3. Click 'Export' and enter the file name

Cheers,

Posted by Mark McLaren (Solar Accounts) on Sep 22, 2010 1:06 PM BST