Client Management Customer Query Builder CQB Function Buttons Mail Merge
Customer Query Builder Function Buttons (continued)
SedonaOffice offers a feature which allows a User to create Mail Merge letters for customers 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. Your company must also have purchased and activated SedonaDocs to be able to use this feature. Pressing 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.
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