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How do you merge letter? |
  
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How do you merge letter? |
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A letter is a Word mail merge. It is an easy way of producing Word documents that include CRM data.
To send a letter by using an existing template to any company or contact, follow these steps.
Step 1: Select Merge letter
Click the Communication tab located on the ribbon.
Select Merge letter in the Communications group.
Step 2: Select the template
This dialog box shows all available letter templates that can be re-used.
To proceed, select the desired template.
Step 3: Type the message
Based on the template you select, the new 'Letter' form opens, displaying all the text available in its template. You can either re-use this text as is, or edit it.
Tabs for letter
The 'Letter' form contains all the relevant information broken down into several tabs. These tabs are located in the upper panel and include:
| • | general information - details similar to an ordinary email message |
| • | advanced - contains BCC and campaigns associated with the message |
| • | attachments - documents can be attached to this email like a normal email message. |
Two more tabs are available in the lower panel: HTML and Text. Either can be used for formatting, depending upon the nature of the letter.
Also in the lower panel, a preview tab is available in order to view the message.
Note:
The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.
More actions for letter
Controls on the ribbon allow you to carry out the following actions on the selected letter:
Step 3: Send your letter
Click the send button to send your letter.