Client Management Mail Merge Generating a Mail Merge Letter - Customer Query Builder
Mail Merge Letter from the Customer Query Builder (CQB)
A Mail Merge letter may be generated from the Customer Query Builder using a pre-designed template letter (see Creating a Template Letter). Follow the link for Instructions on locating the available Mail Merge fields to create CQB template letters. Available Mail Merge Fields for the Customer Query Builder
Follow the steps below to generate a Mail Merge from the Customer Query Builder.
1. Open the Customer Query Builder; Client Management / Customer Query Builder.
2. Open the previously saved CQB Report Design from which the Mail Merge template letter that will be used was designed.
3. Press the Mail Merge button located on the Button Toolbar at the bottom of the CQB Designer form.
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