Client Management                     Mail Merge                                         Mail Merge Fields for Cancellations

Cancellation Record Mail Merge Fields (continued)

2.  From the main application menu, double-click on the Client Management module, then double-click on the Cancellations option.

3.  The Cancellation Queue will be displayed; double-click to open any one of the pending customer cancellation records within the list.

4.  To view the Mail Merge fields available at the Cancellations level, click the Mail Merge button located at the lower left of the Customer Cancellation record.  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.

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