Plus2: Mail Merge

Problem

Users need to generate a list of email addresses from Plus2 for use in a mail merge, typically by exporting the data to an Excel-compatible file.

Resolution

1. Go to Configuration > General > Export File Definitions.
2. Create a new export file definition.
3. In the General Details tab:
   • Set the Name (e.g., "Email Export" or similar).
   • Set the Description (e.g., "Email export to Excel" or similar).
   • In the two boxes, locate and select Home email address.
   • Press the ">" button to move it to the "Selected fields" area.
4. Go to the Output Format tab:
   • Set Output type to Comma Separated Values.
   • Tick the Output Header box.
   • Set Extension to DAT.
5. Save the new export file definition.
6. Go to the Report Generator.
   • Select the report group as Exports.
   • Select your export report and click Create.
7. The exported file with the email addresses will be saved in the Data\Exports folder (the location may be M:\Data\Exports).

Notes

• The actual save location for the export may differ based on your configuration, but is typically in the Data\Exports folder.

This page as markdown · All pages · llms.txt