Creating a MailMerge Letter Template-Cancellation Queue
The process for creating MailMerge letter templates for use in Cancellations is the same for letters used from the Customer Explorer. Follow the link below for instructions. Creating MailMerge Letter Templates ...
Generating MailMerge Letters-Cancellation Queue
A Mail Merge letter may be generated from a Customer Cancellation Record using a pre-designed template letter (see Creating a Template Letter ). Follow the steps below to generate a Mail Merge for a Customer Cancellation Record. 1. Navigate to the...
MailMerge Fields-Cancellations
There is a certain set of Mail Merge fields available to include in letter templates for letters generated from a Cancellation record. When creating template letters, you must use the exact Mail Merge field name to be able to pull in that element o...