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.

Method

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.

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Keywords : UD-1244

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