Creating Mail Merge Templates
Different mail merge letters may be created in the User Defined Information Module, using the Mail Merge Letter tool under the Reporting sub-menu.
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A special type of mail merge report is used for the Required Dates Coming Due report. |
Running the Mail Merge Report
To run a Mail Merge Report, select the Mail Merge tool under the Mail Merge / Labels / Envelopes sub menu for the desired type of person or organization in the Reporting Module.
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