Sage Business Works - AR Data Dump for mail merge for collection letters

Question

What is the best way to download pertinent data for mail merge collection letters?

Coleen G · Accepted Answer

LAGB 
 Thank you for reaching out to Sage. 
 I understand you're looking to download data for use in a mail merge. The most effective way to extract information from Sage BusinessWorks is by utilizing the Custom Export feature. This tool allows you to create, edit, or copy templates that define which data to export from the system. For detailed instructions, please refer to the following article: Export data using Custom Exports 
 If your system includes the Custom Office module, you also have access to the Targeted Mail Merge feature. This functionality is specifically designed to support mail merge operations. For more information, please review this article: What is Targeted Mail Merge? 
 Should you have any further questions, our Live Chat team is available to assist you. You can access Live Chat directly from within the program by selecting the Live Chat option from the menu, or by visiting www.sage.com/resources. 
 Sincerely, 
 Coleen

Sage BusinessWorks

Sage Business Works - AR Data Dump for mail merge for collection letters

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING