Client Management Mail Merge Mail Merge Fields for Customer Explorer

Customer Mail Merge Fields (continued)

4.  A list of all the available fields at the Customer Level will be displayed.  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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For a list of Mail Merge fields available at the Site and System level, follow the topic links found under Mail Merge Overview.

 

 

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