Client Management Mail Merge

Mail Merge Overview

The SedonaOffice application offers the functionality to generate letters in an automated fashion for your customers based upon template letters your company designs in MSWord.  Using this functionality eliminates the burdensome task manually typing individual letters.

The SedonaOffice Mail Merge functionality uses the Mail Merge feature within Microsoft Office MSWord to generate these letters.  Template letters are created and then accessed from the Customer Explorer, Collection Queue, Cancellation Queue and the Customer Query Builder.  To generate a Mail Merge letter, the User must first create template letters.  The letter templates are designed with pre-determined fields that you always want to print on every letter such as the customer name, address etc.  Depending on what type of letter will be generated will determine which fields are defined on the template.

This section will show you how create and generate Mail Merge letters.  The field names used for template letters for the Customer Query Builder and other options is different; the setup of both types of letter templates will be covered.  Follow the topic links below for instructions on how to locate field names to be used in template letters and other Mail Merge related topics.

Mail Merge Fields for the Customer Explorer (Customer/Site/System) Letters

Mail Merge Fields for Collection Queue Letters

Mail Merge Fields for Cancellation Queue Letters

Mail Merge Fields for the Customer Query Builder

Generating Mail Merge Letters from the Customer Explorer - Customer Level

Generating Mail Merge Letters from the Customer Explorer - Site Level

Generating Mail Merge Letters from the Customer Explorer - System Level

Generating Mail Merge Letters from a Collection Queue

Generating Mail Merge Letters from a Customer Cancellation Record

Generating Mail Merge Letters from the Customer Query Builder