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 ...
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.