If you cannot get a mailout to create for you, the problem could be caused by a number of different things, so it will take some trial and error possibly to find the exact problem.
As always, first close out of the program on all machines and compact your data (windows Start > Programs > Camelot > Compact Main Database). Sometimes there could just be some corrupted record that will be fixed, and it will then work fine.
If you still have the problem, then if you are using a Mail Merge Report, then go to the Reports screen, and in the Mail Merge Reports folder, find the report that is associated with the mailout you are trying to create, double-click on it, set the criteria to something simple - e.g. "Client? is Yes (True) AND No Mail? is No (False)" - and click Preview. If you get an error there, then the Report is your problem. You will need to recreate the mail merge report, or if it is one of the letters that came with the software, you can reload the forms and reports that came with Camelot following these steps:
1. Open Camelot.
2. From the Tools pull-down menu, choose Upgrade From > Load Custom Update.
3. In the Database box at the top, click the file folder button, choose C: drive in the Look In box, double-click on Program Files, double-click on Camelot, and double-click on the "CEUpdate.mdb" file you should see listed there.
4. Now back on the Import screen, in the Database box, if it happens to have quotation marks around the file path there, then remove those.
5. Click the Import button, and answer NO if it asks if you want to re-import everything
As mentioned, this will reload the reports that came with the software. If you are having this problem on a report that you copied and customized, then you may need to delete that report and recreate it.
Another cause of a mailout not working could be that one of the records that the mailout is being created for has some sort if corruption or unexpected characters within the record.
To see if this is the problem, you will want to view the Details side of the mailouts tab so you can see the individual client records that are marked to receive the mailout, and highlight just one record, right-click on it, and choose Create Selected Only. If it successfully creates one record, then you know that there is a problem with at least one of the other records. You can multi-select the rows there and do around 10 at a time, until you get a set that will not create. Then you know your problem record is in that set. Once you find the one record that will not create, then right-click on the record, choose View/Edit Contact Info, and there make sure none of the client's data fields contains any quotation mark characters (") or other non-alphanumeric characters (not just letters or numbers).
Add to favorites