Client Management Cancellations Managing Cancellations
Managing Cancellations (continued)
Cancellation Mail Merge Letters
A Mail Merge button is available on each customer cancellation record. Your company may have standardized cancellation letters that may be generated on a customer by customer basis.
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Once the User presses the Mail Merge button, the Windows file explorer will be opened for the User to locate the template letter to be used. Make certain the file type selected is a Word Template. Once the template letter is selected, a Word document will be displayed on the windows task bar; double-click on the Word Document to review the letter and make any additions or changes to the letter before printing. If your company has subscribed to SedonaDocs, the cancellation letter may be saved then attached to the Customer record.