To merge a letter for a single customer using the Letter System
Note: When using the Letter System, you will need to close any other instances of MS Word that you may have open.
Note: If you want to e-mail the letter to customers and create an email activity, you must enable both options. An EMAIL activity type must be defined in the database.
The template opens in MS Word with the text and merge fields displayed.
Note: An activity is automatically created for a merge completed on the Letters tab.
Office 97/2000
Note: A limitation in MS Word will allow blank lines to print even with Don't print blank lines when data fields are empty enabled on the Merge window.
Office XP
If you selected New document, the letters are shown.
10.6 Production Release. Updated 2/23/2006 10:24:17 AM
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