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How to Get Names & Addresses for Mail Merging

There are two methods to obtain names and addresses for mail merging: 1) from a report that is in the print queue, and 2) from your own query. In both cases, the data is exported to Excel to serve as your database for the mail merge. 

From a Report in the Print Queue
ALMSys allows any report that is in the print queue to be requeried to obtain names and addresses. (The original report must contain the customer account number.) 
  • Click on the report in the print queue.
  • Click the N & A Requery button. You will get a new queue entry, entitled "Addresses for ...".
  • Click the Export Entry button.
  • A save dialog will appear. Indicate where you wish the data to be exported. Also, indicate what you wish the file to be named. By default, it will be named, "AddressesOnly" and will default to an Excel format. You may change the format in the "Save as Type" drop-down.

    The resulting data file will contain five fields ("CustAddressFormatted") that will represent a formatted name and address. These are the fields that you should use on the mail merge.

    From Your Own Query
    In addition to the fields in your query that are used to extract the correct data, select the "Customer Formatted Address" field.

    Run the query. Export the results by pressing the Export button. Indicate where you wish the data to be exported. Also, indicate what you wish the file to be named. By default, it will be named, "Query0000..." and will default to an Excel format. You may change the format in the "Save as Type" drop-down.

    The resulting data file will contain five fields ("CustAddressFormatted") that will represent a formatted name and address. These are the fields that you should use on the mail merge.