Simon Clive at 05:44, 20 December 2011

2011-12-20T05:44:33Z

Simon Clive: Created page with "Mail Merge Can you correctly use the Mail Merge Function? Select CRM tab Mail Merge Button NOTE: Be very careful when using mail merge for emails as you can not email more tha..."

2011-06-28T03:01:13Z

Created page with "Mail Merge Can you correctly use the Mail Merge Function? Select CRM tab Mail Merge Button NOTE: Be very careful when using mail merge for emails as you can not email more tha..."

New page

Mail Merge

Can you correctly use the Mail Merge Function?

Select CRM tab
Mail Merge Button

NOTE: 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 rish 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.

Now select your group for the mail merge eg Customers
Then choose 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
Then choose the Template from the drop down menu - this template can be altered by going to:

Templates
Customer Mail Merge - design this template to how you want it to look before you do your mail merge

Then select either Email Print File or Fax and enter an Email Subject if sending via email.
Then press Send

@@ Line 1: / Line 1: @@
-Mail Merge
+'''Mail Merge'''
 Can you correctly use the Mail Merge Function?
-Select CRM tab
+*Select the '''CRM''' module and then the '''Mail Merge''' button
-Mail Merge Button
+*Use the '''Tick''' boxes in the '''Send''' column to select your group/s for the '''Mail Merge Eg Customers'''.
-NOTE: Be very careful when using mail merge for emails as you can not email more than 50 emails at one time out of one
+'''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. <br>
-location, as this is not a problem in ERP but your internet provider would see it as spam therefore running the rish 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.
-−
-Now select your group for the mail merge eg Customers
-Then choose 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
-Then choose the Template from the drop down menu - this template can be altered by going to:
-−
-Templates
-Customer Mail Merge - design this template to how you want it to look before you do your mail merge
-−
-Then select either Email Print File or Fax and enter an Email Subject if sending via email.
-Then press Send

8 Mail Merge - Revision history

Simon Clive at 05:44, 20 December 2011

Simon Clive: Created page with "Mail Merge Can you correctly use the Mail Merge Function? Select CRM tab Mail Merge Button NOTE: Be very careful when using mail merge for emails as you can not email more tha..."