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
| 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. |