We'd like to set up a reminder letter for overdue accounts, but would prefer to 'mail merge' within an email (as opposed to a word attachment).
Is it possible? We are on Accountright 2013 Live Accounts.
Thanks:)
'Mail Merge for emails"
28 Comments
I agree there needs to be more email functionality in regards to letters and reminders. We do not post anything so I am having to export out email addresses and then copy & paste into outlook.
Yes I to would really like to see email & sms option in place of the old word.doc mail merge. The fact that the card files have customer lists & custom fields allows for some very creative use of these fields for email &/or sms messages. This is an area that MYOB AR already has which sets it apart from Xero & QB online, it is one which is crying out for development and exploitation.
I would like to be remind customers that they are due for a new appointment using email/sms, this would be great for any business who provides recurring services which may be a longish time period between appointments eg motor mechanics for annual rego checks or car servcing. Bookeepers who provide year end services to certain clients. etc.
A further enhancement would be to to allow a customer to book themselves in for the next appointment, along the lines of Timely. Whether using this software or one developed by MYOB where a customer could book an appointment which adds a sales order into the system. Plus plus plus there are many more enhacements along these lines which would really set MYOB AR apart from the others.
Post is from 2013. Is automated re-sending of overdue invoices now available?
Kind Regards
Are we able to get a 'mail merge' option within the Cards command centre itself (as an example) so that you can send emails from AccountRight directly to Outlook itself without having to manually export out all the information which can be very hard for some people for differing reasons.
You could send emails to customers, suppliers, etc (or a sub-section of them) directly. The emailing facility is already in the software. You would have the option of using one of the word templates as well as being able to add an attachment (or more).
While this is technically not an 'accounting software' request, this could save a lot of time for people, and I spoke to a client last week who said he would buy the software just for this reason.
On similar line I was looking for an email merge that i coild send to people that had bought product previously that new swason product now available.
I could not even find a way if listing the emails of customers with a specific identifier
I have tried to mail merge our reminder letter to word and there is no customer content in the letter.
I have a message - This feature requires microsoft work. A compatiable version was not found on the computor,
Has MYOB updated something so that our version of word is no longer compatiable. How do I fix this?
Also being able to email tem would be great.
