I have generated a list of customers in Sales Analysis (v 9.0B) showing a particular item sold and in a specific date range. I am trying to create an address list using these customers to create a mail merge document.

Is it possible using Adagio A/R (v 9.0C); O/E (v 8.1E) or Inventory (v 8.1D) to create an address list with the same criteria listed above.

We're trying to avoid having to manually create an address list in an excel document.

We don't have GridView which may or may not be able to perform this function.

Shirley:

This can be done with GridView. Please give me a call if you would like to discuss this further.

Hi sdaniel,

If you don't have GridView, the next best way directly from Adagio is to set up a Filter for the customers in Receivables, apply the filter, and edit the columns on the grid to include the addresses. Then export the grid to Excel. However, only customer fields can be selected for filters, and whether a particular item was sold in a date range is not part of the available criteria.

You could export the entire customer list with Addresses to Excel, and use the VLOOKUP functionality in Excel to read the address from the complete customer list sheet into your sales-filtered customer list.

As Doug noted, GridView could do this reading of the addresses into the customer list very easily, provided that the filter for selecting the customers by the item sales can be done - and it seems a very easy workspace to setup. In fact a sample GridView workspace is pretty much already set up to do this.