Using Mail Merge Reports
..., envelope, postcard, and letter templates. There are a couple of ways to use these mail merge reports. The most common is for them to be assigned to a mailout Correspondence Definition. To do ...
- When printing mailing labels, part of the left character is getting cut off
To fix this problem, you need to customize the Mail Merge Report for the label you are using, and move the boxes to the right slightly to account for the misalignment.1. Choose Reports from Camelot's ...
- How do I modify my Account Statement report?
To change how the Account Statement report looks, from the main menu navigator screen in Camelot, go to Accounting, then Print Forms, and then to the Statements tab. There you can right-click on the ...
- Sales by Vehicle / Crew
There are many ways to report on your sales in Camelot. Most of the various sales reports are in the General Sales report folder on the Reports screen.To report on sales grouped by the Vehicle the jo...
- Report Error: = expected on line...
Report Error: "=" expected on line ... There are some reports that have a place to show your company information (name, address, company logo graphic, etc) at the top. The program resets this informa...
- How can I reload the reports that came with the software?
...he report layout or criteria that have made the report unusable. Follow these steps to reload the reports that came with the software: 1. Open Camelot. 2. From the Tools pull-down menu, choose U...
- Printing your Schedule Route Sheets
... or Preview Route Sheets (all days shown). The schedule print-out is just like any of the other reports. If you go to the Reports screen, you will see the Schedule report listed there in the Emplo...
- "The SQL for this report is invalid" message
...ou have checked the above and you still get the error message for the report, then reload the stock reports and datasets that came with the program by doing the following: a. Close everyone out of th...
- How do I customize a Mail Merge Report?
As with customizing any report, we recommend that you make a copy of one of the existing letters by selecting the report/letter in the Mail Merge Reports folder that you want to use, and click the Co...
- Customizing and Creating Reports
...e software to have the ability to change the layout/design of an existing report or create your own reports. Very often to create your own version of one of the reports provided, you will select th...
- Printing Mailing Labels
To print mailing labels in Camelot: 1. From the main menu navigator screen, click on Reports 2. Double-click on the report category folder in the list there named "Mail Merge Reports" 3. The most c...
- How do I export data from a report?
Exporting Results from a Report to a File For any of the reports created in the program, you can export the dataset resulting from the criteria on the report to a tab-delimited text file by selecting...
- Troubleshooting - When I select a mailout and click Create Now, nothing happens
...ge 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 m...
- Customizing Label Layouts
Follow these steps to setup a layout for your labels other than the ones that come with the program: 1. Know the specs on the label you want to setup (i.e. the exact size of the label, the exact size...
- Correspondence Definition Setup
...e Reports screen in the Mail Merge Reports category folder. It is usually best to use one of these reports for your mail merge document if you can since MS Word is not required to do those Mail Merge...
- Error opening query for the chosen report
...e. Refer to the topics about Custom Fields for more information on that. You can also reload the reports that came with the software following the steps below: 1. Open Camelot. 2. From the Too...
- How do I delete old sources from my list without losing information about the old jobs that came from that source?
...rce setup screen). Then, the source description will still be visible to you on source performance reports, but it just won't be in your active list any longer.Generally, you want to use a naming sch...
- Can Camelot perform a Mail Merge with Publisher?
Camelot is designed to perform mail merging either within the software using a Mail Merge Report, or with Microsoft Word 97 or higher only. There is no automated mail merge connection with any other ...
- Customizing your Schedule Printout (Route Sheets)
To customize the look of the Route Sheet report: 1. From the main menu Navigator screen, click the Reports button 2. Double-click on the Employee Performance category folder. 3. Click on the Schedule...
- How do I add a discount to an order / invoice?
...at the discount line item will be reported just like any other service on the invoice. So for your reports to be accurate, you need to assign the discount line item to the Service Category that it be...