Hello Donna,

This was covered during the Adagio Academy Express in Kelowna, and during the "Tips & Tricks" session of the Adagio Users Group meeting in September. Your Business Partner, David Dearin, would be able to show you how to do this in about 15 minutes.

Use the SmartFinder to Export the fields you need to Excel. The search "Cust # is not equal to <blank>" will select all your customers. Once the data is in Excel, use the MS Word Wizard to create your mailing labels.

1. Export data from Adagio Receivables to Excel
a. Select File / Export
b. Select excel as the export file type.
c. Enter a file name and path (or browse).
d. Click on the Field Selection tab.
e. Clear all the fields in the right window with the double left arrow.
f. Add in the name, address and postal code fields.
g. Save the template for re-use if you wish
h. Click Export.

2. Start MS Word.
a. Select Tools / Mail Merge
b. Under Main Document, click Create, then Mailing Labels.
c. Under Data Source, click Get data.
d. Choose MS Excel as the data type, then browse for the file.
e. When prompted, choose the label type.
f. Click on Merge.
g. Map the fields to the label.

The process in Word may vary slightly between versions.

Hi:

I think the best choice is to do your mailing list in MS Word. You create a label layout in Word and use the MS Excel spreadsheet as the Data Source. There is a 3 step wizard to help.

In very general terms:
-Start Word
-Click on "Tools" then "Mail Merge"
-In Step 1, Create "Mailing Labels"
-In Step 2, choose "Open Data Source" then locate your Excel file
-In subsequent steps you will indicate the label format and assign fields (ie. name, address etc.)
-In Step 3, you will actually perform the "Merge"

You will probably have to go through the process 2 or 3 times until you get exactly what you like. The nice thing about using Word is that you have complete control over all aspects of the label format.

P.S. When I started to type this, there were no responses. By the time I was finished, Andrew and Ralph had already posted responses. I've got to learn to type faster!