To generate a personalised letter using Microsoft Word

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   Go to the Card File command centre and click Create Personalised Letters. The Review Cards Before Exporting window appears.
2. If you want to, filter the contact list, for example, to only show contacts located within specific postcodes. To do this, click Advanced Filters and enter your filtering criteria.
3. Click in the select column next to each contact to whom you would like to send a personalised letter.
4. Click Mail Merge. The Select from List window appears.
5. Select the template you would like to use and then click Use Template.
   Your letter appears in Microsoft Word, and depending on the template you have selected, you will be prompted to enter additional information, such as your name and title.

6. Edit the letters as required and then print them using Microsoft Word.

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   If you want to send letters to customers with unpaid invoices Display the Accounts Receivable tab of the To Do List window and click the Select column for each customer to whom you want to send a letter. Click Mail Merge to select a collection letter template, which includes information such as the customer’s outstanding balance.

To generate a personalised letter using other word processors

1. Go to the Card File command centre and click Create Personalised Letters. The Review Cards Before Exporting window appears.
2. If you want to, filter your contact list, for example, to only show contacts located within specific postcodes. To do this, click Advanced Filters and enter your filtering criteria.
3. Click in the select column next to each contact to whom you would like to send a personalised letter.
4. Click Disk. A window with a list of file formats appears.

5. Choose either the Tab-Delimited Text File or Comma-Separated Text File option.

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   Check what file formats your word processing software requires Most word processing software allows mail-merge data to be tab-delimited (data is separated by tabs) or comma-separated. If your software requires a specific format, choose that format at this step.

6. Click Save. The Save As window appears.
7. If necessary, change the text file’s name and location and then click Save.
   The text file containing your contacts’ details is saved at the location you specified.
8. Use your word processing software to merge the data contained within the text file with a letter template that you have created.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;Personalised letter FAQs</h2><br>

Can I email a personalised letter?

While you can't email personalised letters directly from AccountRight, once a letter is displayed in Microsoft Word you can email it from there (see the help in Word for details).

This is fine for emailing a personalised letter to one contact. For multiple contacts it gets a bit more complicated as the single Word document that gets created can't easily be split into separate documents for emailing.

To email lots of contacts at once, you might consider exporting your AccountRight cards to Microsoft Outlook and emailing from there.

How can I change the way a contact's name is displayed on a personalised letter?

The [[Name]] field in the personalised letter templates displays either the Company Name or First Name, Last Name fields from the contact's card. For companies this is probably OK, but for individuals you might want your personalised letters to display just the first name, or first name then last name.

To do this, use the [[Salutation]] and [[Contact]] fields in the contact's card. Here's an example use of these fields for a contact named James Cameron:

You can then edit the personalised letter template in Word to use these fields (and save the template with a new name).

When you use this new template, the contact's name will display in the letter as follows: