How to do a Mail Merge

Applies to: R4 Version

1. Open/view a Contact record or create a Lookup of contacts that you want to do a mail merge with.
   To create a Lookup, please see: How to Search Using Lookup
   
2. Once you're viewing the contact record, click on the Contacts menu on top.
   
3. Under the Contacts menu, click on Mail Merge.
   
   
   
   

See the Image above and view the Number below for a description of the option:

1. Type in the name of the email template that you would like to use, in the "Search by template name" field.
2. Alternatively, you can manually browse your folders to locate the email template that you want to use.
3. The preview window will show you the contents of the email template that you have chosen, which you can also edit or alter before doing the mail merge.
4. You can choose whether you would like to do a mail merge for the Current Lookup, Current Contact (the most recent contact that you have viewed/opened) or if you would like to do a mail merge for All Contacts in your system.
5. Use Print in Browser if you want to print the mail merge document right from your browser. (By choosing this option, a popup window will appear, please ensure that your browser is not blocking popups.)
6. By clicking Send to Word, you will be prompted to download a word file with the mail merge data.