Letters with client merge fields

Submitted by bellvet on Tue, 09/08/2011 - 17:12

General User's Discussion

Hi,

We want to do a mail out to clients on a certain medication. I can get their details using the Customer Product Sales Report.

Is there a clever way to merge these names and address into an actual letter?

Sandra.

Re: Letters with client merge fields

Submitted by tony on Tue, 09/08/2011 - 20:46.

Hi Sandra,

If you use the Customer Activity Export report ( http://www.openvpms.org/customisation/customer-activity-export-report ) you can query by product and get a exported csv file whcih you can then use to email or merge letters.

Cheers

Tony

Re: Letters with client merge fields

Submitted by bellvet on Wed, 10/08/2011 - 10:29.

Hi Tony,

Thanks for the info! I've generated the report, how do I convert it to a csv file?

Sandra.

Re: Letters with client merge fields

Submitted by tony on Wed, 10/08/2011 - 10:33.

Hi Sandra,

When you run the report you have the option of Exporting it (i.e use the Export button not the Preview or Print button. If you do this then it will get downloaded as a csv file which you can open directly with your favourite spreadsheet program or save :-)

Cheers

Tony