Articles
Creating a MailMerge Letter Template-Customer Explorer
The SedonaOffice Mail Merge functionality uses the Mail Merge feature within Microsoft Office MSWord to generate letters. Before letters may be generated, template letters must first be created. This section provides information on how to create a ...
Generate MailMerge Letters-Customer Explorer-Customer Level
A Mail Merge letter may be generated from the Customer Explorer using a pre-designed template letter (see Creating a Template Letter ). Depending on which Mail Merge fields are included in the letter template, will depend on where the User will in...
Generate MailMerge Letters-Customer Explorer-Site Level
A Mail Merge letter may be generated from the Customer Explorer using a pre-designed template letter (see Creating a Template Letter ). Depending on which Mail Merge fields are included in the letter template will depend on where the User will ini...
Generate MailMerge Letters-Customer Explorer-System Level
A Mail Merge letter may be generated from the Customer Explorer using a pre-designed template letter (see Creating a Template Letter). Depending on which Mail Merge fields are included in the letter template will depend on where the User will initi...
MailMerge Fields-Customer Explorer-Customer Level
There is a certain set of Mail Merge fields available to include in letter templates for letters generated from the Customer Explorer at the Customer level. When creating template letters, you must use the exact Mail Merge field name to be able to ...
MailMerge Fields-Customer Explorer-Site Level
There is a certain set of Mail Merge fields available to include in letter templates for letters generated from the Customer Explorer at the Site level. When creating template letters, you must use the exact Mail Merge field name to be able to pull...
MailMerge Fields-Customer Explorer-System Level
There is a certain set of Mail Merge fields available to include in letter templates for letters generated from the Customer Explorer. When creating template letters, you must use the exact Mail Merge field name to be able to pull in that element o...