Client Management Mail Merge Mail Merge Fields for the Customer Query Builder (CQB)

Customer Query Builder Mail Merge Fields

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

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

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