emailing a circular to all customers via a mail-merge

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Ultimate Partner
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Ultimate Partner
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emailing a circular to all customers via a mail-merge

Does AccountRight 2019.4 have a feature where you can choose all customers (or some) and send them the same notice, via a mail-merge ?

 

My Darwin client - a community club - has been approved to offer the "Pay Now" option in their online invoices.

Today they would have liked to send a standard email to all their customers who owe money, to tell them how they can access Pay Now - using a mail-merge function. Instead, I had to laboriously individually email their 40 customers, using the Send An Email option on their customer card - cutting-and-pasting from a Word document, for the Subject and Message Body.  From Kym Y in Darwin (Palmerston).

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MYOB Moderator
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Re: emailing a circular to all customers via a mail-merge

Hi @Kym__Yeoward 

 

AccountRight allows you to create a personalised letter to a customer/cards. This is done through the Card File>>Create Personalised Letters window and will use Microsoft Word's mail merge functionality to generate the necessary letters. Our Help Article: Create personalised letters would be able to assist with that overall process.

 

Note: The Created Personalised Letter functionality will generate a Word/PDF document which is typically printed. AccountRight doesn't have the capability of doing a mass email without transactions i.e. invoices being involved.

Kind regards,
Steven

MYOB Community Support

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