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(Created page with "Mail Merge Template Do you know where to locate and adjust the mail merge document template? To locate the Mail Merge Template click on Mail Merge. You then choose the Templat...")
 
 
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Mail Merge Template
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'''Mail Merge Template'''
  
Do you know where to locate and adjust the mail merge document template?
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Do you know where to locate and adjust the mail merge document template?  
  
To locate the Mail Merge Template click on Mail Merge.
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*To locate the '''Mail Merge Template''' select the '''CRM''' module then the '''Mail Merge''' button.  
 
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*You then choose the '''Template''' you wish to work with from the '''Templates''' drop down.
You then choose the Template you wish to work with from the drop down Templates. You choose
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*To edit this '''Template '''select the '''General''' module and then the '''Templates''' button which will load the '''Customise Templates''' screen
Customer Mail Merge.
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*Select the '''Template''' name from the list and then Dbl Click to open it.  
You can alter the choice of Template by going to Reports - Templates - Customer Mail Merge - you will find
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*Make any required changes and then select '''Save & Close'''
the Template.
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Now you can set up your Template as you would like it to look.
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Latest revision as of 11:27, 21 December 2011

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