8 Mail Merge
From TrueERP wiki
Mail Merge
Can you correctly use the Mail Merge Function?
- Select the CRM module and then the Mail Merge button
- Use the Tick boxes in the Send column to select your group/s for the Mail Merge Eg Customers.
- Select your List from the drop down menu or Filter on this list to give you the customers you wish to send the mail merge to.
- Choose the Template from the drop down menu.
- Select either Email - Print - File or Fax and enter an Email Subject if sending via email
- Then press Send
NB: Be very careful when using mail merge for emails as you can not email more than 50 emails at one time out of one location, as this is not a problem in ERP but your internet provider would see it as spam therefore running the risk of being black listed. You must advise your provider and use a Mass Mail Company, then use the Setup Host tab to set this up.
