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Multiple Forms (AMS)

The Multiple Forms option is used to automatically merge multiple contact data from Accelerator into a  Form format of your choice.  To use this feature, do the following:

  1. Open your Word processor and select the Accelerator menu.  From the menu, choose |Multiple Forms| (Shown Below), the Accelerator application will open.
  1. Search for the contacts that you would like to create Forms for, than click the |Continue Forms| button (shown below).
  1. The Multiple Forms screen is used to customize the Form that will be merged to your word processor.  There are 6  sections that you may use to customize your Form.  Below each section is described.
  1. Business Form Format: Accelerator ships with predefined Business form formats (templates). In this example, we will use the |Invoice| form format.  The following is a list of the available formats, to create your own template, see Create and Edit a Form Template.
  1. Date: Use this option to specify the date format for the form.
     
  2. Name Field: Use this field to specify the name format, e.g. salesperson, etc.
     
  3. Printing your Return Address: Use this option to specify how and which return address to print.
     
  4. Printing Format Options: Use this section to select to print your form with all caps (per postal regulation) and/or with a barcode (usually used for bulk mailing, check with your local Post Master for details).
     
  5. Log Document Tracking: Use this section to select the document tracking option. Document tracking will appear in the log section of the merged contacts.  You can also view the contact log data within the Personal Dashboard (shown below).

Once you have made your selections, click the |Continue| button, the following screen will appear:  You may select from one of the following merge destinations for your Multiple Forms:


Printing to Default Printer

To print your Forms to the default printer, select the |Print to Default Printer| option and click the |Continue| button.  The Forms will be sent to your printer. (To change your default printer settings, select the |Change Printer Selection| button and choose an alternate printer.


Display in Word Processor

The Display in Word Processor option will merge the data to your word processor. The data can be viewed, manipulated, saved, and printed.  The following is an example of Forms Displayed in Word using the display option with an invoice Form.
 


Send to Email

Selecting the |Send to Email| option will send the forms to your default email client.  To use this feature you must have Microsoft Outlook 2000 or above properly configured on your system.


Microsoft has implemented security protocols in Outlook 2000 and above in an effort to prevent virus infiltration into Microsoft Outlook.  These security protocols cannot be disabled in the client version of Microsoft Outlook. There are currently third party utilities available that will suppress these security messages when the application is a known or trusted source, such as when merging data to your word processor with Office Accelerator.  A list of some of these utilities are provided below.

Third Party Outlook Utilities: