To mass merge a letter
Note: When using the Letter System, close any other instances of MS Word that you may have open.
Note: The Available Reports list is empty. Letter reports are selected on the Membership Standard Letters window.
Note: If you want to e-mail the letter to customers and create an email activity, you must enable both the e-mail and letter options. An EMAIL activity type must be defined in the database.
Note: An activity is created automatically for a merge completed on the Letters tab (from Customers, select Manage customers, open a customer record, select the Letters tab, click , and click ).
Office XP
Office 97/2000
Note: MS Word erroneously allows blank lines to print even with the Don't print blank lines when data fields are empty option enabled on the Merge window.
If you selected New document, the letters display as shown in the following example.
Sample letter using Merge to New Document option
10.6 Production Release. Updated 1/23/2006 12:13:53 PM
© 2009 by Advanced Solutions International, Inc.
All rights reserved.