Client Management                     Mail Merge                               Mail Merge Fields for Customer Explorer

Site Mail Merge Fields (continued)

3.  To view the Mail Merge fields available at the Site level, highlight a Site Record from the customer tree, right-click and select the Mail Merge option.  A list of all the available fields at the Site Level will be displayed.  At the bottom of the list of fields is a Copy button; you may highlight all fields in the list or selected fields in the list then copy and paste into the MSWord letter template.

3111

Previous Page                                        Page  2 of 2