Export files to your word processor. Click on 'File' from the main menu. Then choose 'Batch'. From the next menu choose export. You will now be able to select clients or prospects. For now choose clients. You will then be asked if you want to set additional selections. Additional selections will allow you to produce a merge file with only certain records in it. For example you may want to send letters to all your insured's with one company. To set these selections you would click on the box. For more information on selecting records review the manual under the report section. For now let's skip this and click on 'Ok'. This will allow us to send all records to a data file. The next screen you see will contain a listing of the fields in your client data base. To add a field to the export file click on the field then click add. The field will then be displayed on the export side of the screen. The names of the fields should indicate data stored in that field. However, you might note that in the Name & address we use 4 lines on the screen to store this data. These fields are called insured, address, city & add4. Depending how you fill in the screen you may not actually put the city in the city field. To export data correctly always add the 4 fields to your export file. Click on 'Ok' to create the file. You will need to refer to your word processor's manual to correctly import the file you created into it. You may need to know that the file is an ASCII delimeted file.
Import records- Importing should only be done before any records are added. Records can be imported from an ASCII delimenated file. These records must contain a field that is unique. This is because our Account# is a unique field. This is also the reason that you can not usually import records once you have entered records into Amsoft. Since Amsoft & your ASCII file may contain records with the same value in the account#. If you try to import into your existing data file, always make a backup.