Online Training

MYOB AO Mail Merge Webinar

Overview

• Course Duration: 1 hour
• Pre-requisites: An understanding of the Clients Module
• Inclusions: A link to the handouts that can be used to make notes on during the presentation.

This webinar is designed to show how to communicate to clients using data from within MYOB Accountants Office. It consists of an online presentation and demonstrations within MYOB Accountants Office.

Who is the course for?

Ideal for users of MYOB Accountants Office who are responsible for external client communication including GST letters, annual questionnaires and promotional material.

Course Content

MYOB AO Mail Merge Webinar covers:

• Setup
• How to create a Word template containing client fields
• Creating a client letter using the Word template
• Creating a mail merge to a group of clients using the Word template
• Common questions about mail merging, UDFs (User-Defined Fields) and custom lists

• MYOB AO Mail Merge Webinar

There are currently no classes scheduled. Please call 0800 94 96 99 or email accountants@myob.co.nz if you would like to express your interest in attending.