Client Management Mail Merge Mail Merge Fields for Cancellations

Cancellation Record Mail Merge Fields

There is a certain set of Mail Merge fields available to include in letter templates for letters generated from a Cancellation record.  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 for a  a single Customer Cancellation record, follow the instructions below.

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

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