Letter to Vantage Customers

Yahoo Archive
1
Definitely use ODBC to pull the data into excel or access. Then use Word Mail-Merge. Everyone has the ODBC driver available in the progress install area (netsetup I think) of the server or if you are on SQL the driver is already available.

A Mercer Sisson
Systems Manager - Insaco Inc
ams@...
215-536-3500 x 523
267-733-0641 (direct)
215-285-0332 (cell)


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of carl.heeder
Sent: Monday, January 23, 2012 1:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Letter to Vantage Customers

How about a BAQ report and use Crystal to write the letter if you don't have ODBC or even a BAQ and copy-paste all into a spreadsheet and then do a Mail-Merge with Word.

--- In vantage@yahoogroups.com, "jplehr" <jlehr@...> wrote:
>
> Vantage 8.03.409C
>
> Not so much an issue with Vantage, but looking to tap into some of you creative folks on how I can utilize Vantage detail.
>
> We have a letter that we need to send to all of our Customers. I am looking for a way to pull the customer information (Name, Address, Contact) into this letter.
>
> Ideas?
>
> Jeff
>




------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
2
Vantage 8.03.409C

Not so much an issue with Vantage, but looking to tap into some of you creative folks on how I can utilize Vantage detail.

We have a letter that we need to send to all of our Customers. I am looking for a way to pull the customer information (Name, Address, Contact) into this letter.

Ideas?

Jeff
3
ODBC, Word Merge come to mind, write a query hook on Access or something
like that, then bring that data source into word, and write a letter using
the Word Merge functionality.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Mon, Jan 23, 2012 at 9:12 AM, jplehr <jlehr@...> wrote:

> **
>
>
> Vantage 8.03.409C
>
> Not so much an issue with Vantage, but looking to tap into some of you
> creative folks on how I can utilize Vantage detail.
>
> We have a letter that we need to send to all of our Customers. I am
> looking for a way to pull the customer information (Name, Address, Contact)
> into this letter.
>
> Ideas?
>
> Jeff
>
>
>


[Non-text portions of this message have been removed]
4
If you don't want to mess with ODBC and some other tool to link in, just
write a BAQ to list the fields you want, then cut/paste into Excel and use
that as your source document.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jose Gomez
Sent: Monday, January 23, 2012 9:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Letter to Vantage Customers

ODBC, Word Merge come to mind, write a query hook on Access or something
like that, then bring that data source into word, and write a letter using
the Word Merge functionality.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Mon, Jan 23, 2012 at 9:12 AM, jplehr <jlehr@...> wrote:

> **
>
>
> Vantage 8.03.409C
>
> Not so much an issue with Vantage, but looking to tap into some of you
> creative folks on how I can utilize Vantage detail.
>
> We have a letter that we need to send to all of our Customers. I am
> looking for a way to pull the customer information (Name, Address,
Contact)
> into this letter.
>
> Ideas?
>
> Jeff
>
>
>


[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
5
How about a BAQ report and use Crystal to write the letter if you don't have ODBC or even a BAQ and copy-paste all into a spreadsheet and then do a Mail-Merge with Word.

--- In vantage@yahoogroups.com, "jplehr" <jlehr@...> wrote:
>
> Vantage 8.03.409C
>
> Not so much an issue with Vantage, but looking to tap into some of you creative folks on how I can utilize Vantage detail.
>
> We have a letter that we need to send to all of our Customers. I am looking for a way to pull the customer information (Name, Address, Contact) into this letter.
>
> Ideas?
>
> Jeff
>
6
If I was going to do it I would write a BAQ to collect the correct data then either make a BAQ Report of a Dashboard with a report attached, then make a letter in Crystal to pull in the customer's details.
Â
Thanks.

From: Kevin Simon <simstrak@...>
To: vantage@yahoogroups.com
Sent: Monday, 23 January 2012, 17:15
Subject: RE: [Vantage] Letter to Vantage Customers


Â
If you don't want to mess with ODBC and some other tool to link in, just
write a BAQ to list the fields you want, then cut/paste into Excel and use
that as your source document.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Jose Gomez
Sent: Monday, January 23, 2012 9:14 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Letter to Vantage Customers

ODBC, Word Merge come to mind, write a query hook on Access or something
like that, then bring that data source into word, and write a letter using
the Word Merge functionality.

*Jose C Gomez*
*Software Engineer*
*
*
*checkout my new blog <http://www.usdoingstuff.com> *
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*

On Mon, Jan 23, 2012 at 9:12 AM, jplehr <jlehr@...> wrote:

> **
>
>
> Vantage 8.03.409C
>
> Not so much an issue with Vantage, but looking to tap into some of you
> creative folks on how I can utilize Vantage detail.
>
> We have a letter that we need to send to all of our Customers. I am
> looking for a way to pull the customer information (Name, Address,
Contact)
> into this letter.
>
> Ideas?
>
> Jeff
>
>
>

[Non-text portions of this message have been removed]

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links




[Non-text portions of this message have been removed]