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11 Mail Merge Template

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Mail Merge Template

Do you know where to locate and adjust the mail merge document template?

  • To locate the Mail Merge Template select the CRM module then the Mail Merge button.
  • You then choose the Template you wish to work with from the Templates drop down.
  • To edit this Template select the General module and then the Templates button which will load the Customise Templates screen
  • Select the Template name from the list and then Dbl Click to open it.
  • Make any required changes and then select Save & Close