When Mail Merge is selected from the Client page, the List Type drop-down defaults to Clients. Likewise, when selected from the Prospects page, it defaults to Prospects.
Client or prospect records can be pre-selected before the mail merge by checking the boxes to the left of the client or prospect names. To alter the list, click the magnifying glass to the right of the Select Recipients field.
The List Quantity field is automatically computed based on the size of the client list.
Use the List Description box to describe the list of selected clients (optional).
To the right of the Merge Template box, click the magnifying glass icon to select the name of the document template. If you do not select a template, the system will use the sample template.
In the Mail Merge Name box, enter a unique name that describes the combination of the chosen letter template with the chosen client list.
Click Save to save the final campaign for future printing or modification.
Click Save to save the final campaign for future printing or modification.
Click Merge & View to preview and print the final merge document. Scroll down to review each page of the document.
Note: Any edits made from this window will not be saved to the database.
Click Print to print the document.
Click Close to close the preview window.
Note: On the Mail Merges page, click the View drop-down and select Templates to view existing templates. Click New > Document Template to create a new template.