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.

Click on the Add button on the toolbar to add a new body, fill in the description and the body of the letter. The body contents are in a rich text format and may include different font styles and appearances.

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.

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.

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