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SAGE & CRYSTAL REPORTS NEWS & HELP

Christmas card emails from Sage 50

14/11/2017

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​It's that time of year again.  I have been asked recently by some of my customers how to send email christmas cards from Sage, so here is a quick guide:

1. Click on Customers or Suppliers
2. Select the records you want to send them to, or click Swap to select all
3. Click on File, Microsoft Integration, Contents to Microsoft Word, New Document
4. This will open up Microsoft Word
5. You then need to type the email message you want to send.  If you want the persons name to be included at the top you can click on Insert Merge Field and select the field <<Contact Name>> and this will enter the name of the person in the Contact name field in Sage.
6. Click on Finish and Merge, send Email messages
     - In the To box, select EMAIL
     - In the subject box, type the subject you want the email to have
     - In the mail format, select Plain text
     - Select All.  Note: it is a good idea to do a test first, so if you just select Current Record it will send it to
        the first record in the list.
     - Click OK.  This will send them automatically from Microsoft outlook.

Good luck and Merry Xmas!
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    Jackie Kashman

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  • About Us
  • Sage
    • Sage Training Courses >
      • Sage 50 Accounts Training
      • Sage Training Online
      • Sage Payroll Training Courses
      • Sage Report Designer Training Courses
      • Sage 200 Report Designer course
      • Sage HR Training Courses
    • Sage Consultancy >
      • Sage Report Design Service
      • Sage Layouts and Templates
      • Sage 50 Commercial Invoice
      • Sage Support
      • Sage Data Export
    • Sage Software
  • Crystal Reports
    • Crystal Reports Training >
      • Introduction to Crystal Reports Training Course
      • Advanced Crystal Reports Training Course
    • Crystal Reports Online Training Courses
    • Crystal Reports Consultancy & report development
    • Crystal Reports Support
    • Crystal Reports Access Dimensions
    • SAP Business One Crystal Reports
  • Contact
  • Blog