Client Management Mail Merge Generating a Mail Merge Letter - Cancellation Record
Mail Merge Letter for a Cancellation Record
A Mail Merge letter may be generated from a Customer Cancellation Record using a pre-designed template letter (see Creating a Template Letter).
Follow the steps below to generate a Mail Merge for a Customer Cancellation Record.
1. Navigate to the Client Management / Cancellations and open a Cancellation record.
2. Once the Cancellation record is displayed, press the Mail Merge button located at the lower left of the cancellation form.
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3. The Windows File Explorer will open. Locate the template letter to be used then press the Open button.
4. In a few seconds a MSWord Document1 will display on the workstation windows tray. Double-click on the Document1 to view the generated Mail Merge letter.
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