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Shop Management SE Mail Merge

The attached document shows the step-by-step process to generate a file within Manager SE 6.x to be used during a Mail Merge process. Word 2010 is used throughout this example. A brief overview of the steps for Mail Merge on the Word side are also included.

 

NOTE: Tech Support cannot assist with questions regarding configuring or installing these third-party programs; it is up to the user to possess the skills required or to secure this expertise locally.

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Comments (5) Comments
Comment by Tim on Mon, Jan 19th, 2015 at 2:20 PM
This helped with doing an export but the export does not give me all of the fields I need. I would like to have "Recommandations" or "Revisions" it‘s a well needed marketing tool. If we suggest this to the customer I want to be able to remind them of the work required. I can print as a .pdf and rebuild the .pdf to an excel spreadsheet but it‘s entirely a long way about doing what I would like to do. I‘m sure others would like to know how to do this as well.
Comment by Mark on Tue, Jan 20th, 2015 at 9:58 AM
This is a good way to do things but nothing is really there to do any good marketing or customer relations with.
Comment by Mitchell 1 Support on Mon, Feb 2nd, 2015 at 9:09 AM
Tim, maybe you‘re looking for this instead? http://managerhelp.buymitchell1.net/Folupdialogbx.htm
Comment by Alan Ollie Gelfand on Wed, Apr 22nd, 2015 at 9:11 PM
I would like to have "Recommendations"in csv format. report pro will do it but it takes the vehicle and exports to rows not Columns. This is the worst feature of Mitchell It doesn‘t let you have all the Recommendations to market with.If the form letter was set up for a tri fold so the address were in the correct spots it would be a big help. please correct me if I‘m wrong. Ollie
Comment by Mitchell1 Support on Fri, May 8th, 2015 at 8:08 AM
Please see this article for more advanced Excel data extraction. http://mitchell1.com/knowledgebase/article.php?id=200
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