To merge an e-mail letter for a single customer using the Letter System (Office XP)
To ensure all letters are delivered by e-mail, verify the E-mail field for each customer is populated on the Manage customers window.
Note: When using the Letter System, you will need to close any other instances of MS Word that you may have open.
Note: An activity is automatically created for a merge completed on the Letters tab. If you want to e-mail the letter to customer and create an email activity, you must enable both options. An EMAIL activity type must be defined in the database.
Note: If you select the Attachment format or the Plain Text format, two message prompts will display for each record that is being merged. Click for each prompt. The message prompts will not display if you select the HTML format.
10.6 Production Release. Updated 2/23/2006 10:24:19 AM
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