Mail Merge - Revision history

Cyle van Niekerk at 13:15, 22 January 2014

2014-01-22T13:15:52Z

Simon Clive at 02:45, 23 June 2011

2011-06-23T02:45:18Z

Eliza at 06:30, 28 February 2011

2011-02-28T06:30:35Z

Admin at 04:34, 18 January 2011

2011-01-18T04:34:21Z

Admin: Created page with " Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

2011-01-12T05:55:40Z

Created page with "<menu name=myMenu align=center> Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

New page

<menu name=myMenu align=center>
Related Items=
[[Canvasser]]
[[Canvasser List]]
[[Company Types]]
[[CRM Reports]]
[[Feedback Report]]
[[Loyalty Program]]
[[Loyalty Program List]]
[[Mail Merge]]
[[Mail Merge History]]
[[Marketing Ratios Report]]
[[Prospect]]
[[Prospect List]]
[[Reward Points]]
[[Reward Points Due To Expire]]
[[Sales Ratios Report]]
[[Source]]
[[Source List]]
[[Sales Pipeline]]
</menu>

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu name="myMenu" align="center">
 More Detail=
 [[Canvasser]]
@@ Line 19: / Line 19: @@
 [[Source List]]
 [[Sales Pipeline]]
 </menu>
 == Overview  ==
-'''Finding the Mail Merge Function'''
+'''Finding the Mail Merge Function:'''
 *'''Select CRM tab'''
@@ Line 37: / Line 38: @@
 *'''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 select either '''Email Print File '''or&nbsp;'''Fax''' and enter an '''Email Subject''' if sending via email.
 *Then press '''Send'''

@@ Line 27: / Line 27: @@
 *'''Mail Merge Button'''
-'''NOTE:''' Be very careful when using mail merge for '''emails''' as each country has its own anti-spam requirements that you must comply with. Also, you may find that your ISP may block your account if you try to email more than 50 emails at one time. This is not a problem in ERP but your internet provider could 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.
+'''NOTE:''' Be very careful when using mail merge for '''emails''' as each country has its own anti-spam requirements that you must comply with. Also, you may find that your ISP may block your account if you try to email more than 50 emails at one time. This is not a problem in ERP but your internet provider could 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.
 *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
+*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
-−
 merge to
 *Then choose the '''Template''' from the drop down menu - this template can be altered by going to:
@@ Line 39: / Line 37: @@
 *'''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 select either '''Email Print File '''or'''Fax''' and enter an '''Email Subject''' if sending via email.
 *Then press '''Send'''

@@ Line 20: / Line 20: @@
 [[Sales Pipeline]]
 </menu>
-== Overview ==
+== Overview  ==