Client Management Mail Merge Mail Merge Fields for Customer Explorer

Customer Mail Merge Fields

There is a certain set of Mail Merge fields available to include in letter templates for letters generated from the Customer Explorer.  When creating template letters, you must use the exact Mail Merge field name to be able to pull in that element of data into the final letter.

To access the list of available Mail Merge fields at the Customer level, follow the instructions below.

1.  Open the Customer Explorer for any customer account.

2.  From the Main Application Menu select View / Mail Merge / Show Columns.

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