Entering Address Info for Member/Tenants

In order to use the Mail Merge feature to produce personalized forms and notices for members/tenants, you must enter address information for each member/tenant account.

Since members/tenants often live in the same complex, or on townhouses on the same street, you can take advantage of the Tools>Fill Column command to enter this information quickly.

Using Tools>Fill Column to Enter Address Information

In the Database Explorer, activate (click on) Current Members/Tenants.

Current Members/Tenants can be found by expanding the following folders: NewViews/Account/Accounts Receivable
Click Accounts and choose Address to switch to the Address view.
Enter the address information that is different for all accounts. For example, use the Street 2 field to enter the unit numbers for each account.
Position on an account and enter the address information that will be the same for a block of accounts (or all accounts). For a single complex, for example, the Street, City, State/Province, Zip/Postal Code and Country fields will all be the same.
Use the Block>Start and Block>End commands to mark the accounts that have the same address information in a block.
Make sure you are positioned on the field with the information you want to copy to all the accounts in the block and issue the command Tools>Fill Column.
Position on the next field you want to copy to all the accounts in the block and issue the Tools>Fill Column again.

Repeat this process for all the fields you want to copy.
Use the command Block>Clear to clear the block.