Client Management Mail Merge Mail Merge Fields for the Customer Query Builder (CQB)
Customer Query Builder Mail Merge Fields (continued)
4. A list of all the available fields that are currently displayed in the Fields to Display section of the Customer Query Builder Designer form 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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