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To run a Mail Merge Report, select the Mail Merge tool under the Mail Merge / Labels / Envelopes Envelopes sub menu for the desired type of person or organization in the Reporting Module.
Select the people in the Find Area for whom you want to run the report, and click on the Option button to set the desired mail merge options such as selecting the proper body contents to run the report.
| Option | Description |
|---|---|
| Salutation | Choose the format of the opening address. |
| Show Print Date | Include a date at the top of the letter. |
| Print Date | The date to print at the top of the letter (if "Show Print Date" is checked). |
| Letter | The mail merge letter body from the User Defined master list that you created above. |
| Show Mailing Name | Include the full mailing name of the recipient of the letter above the body. |
| Show Mailing Address | Include the full mailing address of the recipient of the letter above the body. |
| Address Positioning | This option allows you to customize the positioning of the addresses in the mail merge letter's header to fit a particular size of window envelope and avoid printing separate envelopes or mailing labels. |