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IMPORTANT NOTICE FOR MAC USERS

We are disappointed to share that we will not be able to offer a Catalina-compliant version of AccountEdge - now or in the future. Read more.

  • Section: Card File
  • Last updated: June 6, 2019, 3:10 p.m.

OfficeLink Templates for Personalized Letters

When you create personalized letters using OfficeLink, you must choose a template for the letter you're creating.

The OfficeLink templates are specially designed to work with AccountEdge data and Microsoft Word to create personalized letters. Field codes, have been inserted in these templates to ensure the data appear in the proper places in your letters. These field codes are similar to, but not the same as, the typical mail-merge field codes that you normally work with in Microsoft Word

Customizing Personalized Letter Templates
OfficeLink templates for personalized letters are located in the Letters folder, which is inside the Support folder in your Documents folder1. You should make backups of the existing templates before you begin making changes. Just copy the current templates into a new folder, or copy files to files with different names to make your backup. You will need Microsoft Word to open and edit the templates. Save the template as a Microsoft Word 97-2003 Template, in the Letters folder.

Manually Type Merge Fields in Template Documents (Windows Only)
On Windows you can manually type in merge fields. In the template document type the field inside of double square brackets, for example [[Company]] or [[Cadd1]].

Add Merge Feilds to Microsoft Word 2010 for Windows:
These instructions allow you to add the Merge Field to Microsoft Word so that you can use the "Insert Merge Field" button rather than manually typing the Merge Field into the template document:

  1. Open a template file, choose to “Save As” that way you retain the original template and edit a new template.
  2. Choose the “Mailings” tab at the top.
  3. Click “Select Recipients” > “Type New List…”.
  4. At the bottom of this window click “Customize Columns…”
  5. Delete all the field names.
  6. Add new field names from the list of field names in this FAQ. (Company, Cadd1, Cadd2, Cadd3, CPhone, etc).
  7. Click OK twice.
  8. Save the Data Source.
  9. Now you can use the “Insert Merge Field” button to add merge tags to your template.

Notes:

  • The Support folder is named AccountEdge Pro 201x US or AccountEdge Pro 201x CA. By default, it is located in your Documents folder. You can easily locate this folder by opening the Company Data Auditor (Command Centers > Accounts > Company Data Auditor), and clicking on the link that reads, Custom Forms, etc.

The following fields can be merged into OfficeLink templates

FieldWhere to find the field
CompanyCompany Name field in the Company Information window
Cadd1First line of the Address field in the Company Information window
Cadd2Second line of the Address field in the Company Information window
Cadd3Third line of the Address field in the Company Information window
Cadd4Fourth line of the Address field in the Company Information window
CPhonePhone Number field in the Company Information window
NameCompany Name field in the Card Information window for companies; Last Name and First Name fields in the Card Information window for individuals
Add1First line of the Address 1 field in the Card Information window
Add2Second line of the Address 1 field in the Card Information window
Add3Third line of the Address 1 field in the Card Information window
Add4Fourth line of the Address 1 field in the Card Information window
Add5Fifth line of the Address 1 field in the Card Information window
City1The City field of the Address 1 field in the Card Information window
State1The state field of the Address 1 field in the Card Information window
Zip1The ZIP code field of the Address 1 field of the Card Information window
Sadd1First line of the Address 2 field in the Card Information window (used for customers and vendors only)
Sadd2Second line of the Address 2 field in the Card Information window (used for customers and vendors only)
Sadd3Third line of the Address 2 field in the Card Information window (used for customers and vendors only)
Sadd4Fourth line of the Address 2 field in the Card Information window (used for customers and vendors only)
Sadd5Fifth line of the Address 2 field in the Card Information window (used for customers and vendors only)
City2The City field of the Address 2 field in the Card Information window (used for customers and vendors only)
State2The state field of the Address 2 field in the Card Information window (used for customers and vendors only)
Zip2The ZIP code field of the Address 2 field in the Card Information window (used for customers and vendors only)
Phone1Phone #1 field in Address 1 in the Card Information window
Phone2Phone #2 field in Address 1 in the Card Information window
FaxFax field in Address 1 in the Card Information window
SalutationSalutation field in Address 1 in the Card Information window
ContactContact field in Address 1 in the Card Information window
BalanceThe balance, in currency, of customers' and vendors' accounts
OverdueThe overdue balance, in currency, of customers and vendors