Difference between revisions of "11 Mail Merge Template"
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Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
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| − | Mail Merge Template | + | '''Mail Merge Template''' |
| − | Do you know where to locate and adjust the mail merge document template? | + | Do you know where to locate and adjust the mail merge document template? |
| − | To locate the Mail Merge 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. | |
| − | You then choose the Template you wish to work with from the 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''' | |
| − | the Template. | + | |
| − | + | ||
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
