Create a Mailmerge file when producing a mailing through the postal services. The Administrator needs to install the Mailmerge template before a Mailmerge can be created.
Install mail merge template
- Go to 'Maintenance' | 'Templates
- Go to the 'Document-tab'
- Scroll down to "Candidate (overview)"
- Install the "Mailmerge" template
- Log out and log back in again
Creating a Mail merge file
- Go to 'Files' | 'Contacts'
- Select the specific Contact(s)
- Click on the [Report] icon, choose "Mailmerge"
- The list opens in MS-Excel.
- Save the result on your computer.
Keywords : UD-1244