Client Management                               Customer Query Builder                               Understanding the CQB Report Query Designer

Understanding the Customer Query Builder

Mail Merge Button

SedonaOffice offers a feature which allows a User to create Mail Merge letters based on the CQB query results.  This feature uses the functionality within Microsoft Word’s Mail Merge function.  Once the letters have been generated, the customer’s Sedona Event Log is updated with the title of the letter and the date generated for tracking purposes. 

To use this feature, Microsoft Word must be installed on the user workstation that is generating the Mail Merge Letters.  Clicking the Mail Merge button will open a list of template letters that have been saved to the Template Server with a template type of Customer Query.

ss3022

Previous Page                               Page  10 of 15                              Next Page