CUSTOMERS - Mail Merge

User Mail Merge to print or email documents to a group of Customers

Access - Customer module task bar

• select the Customer(s) for the merge from the filtered or unfiltered list (see more on Filters in Customers - List Filters)
• select Existing Document and Browse for the file

- or- select New Document 

• • select Edit or Preview to create or modify content or recipient list in the associated program ie: Word or Excel
  • in Word, click on the Mailings tab
  • click on Insert Merge Field and select from the list of fields from the Customer record
• Finish & Merge

• • Edit Individual Documents - Word will merge all or selected records to a new document to view / edit
  • Print Documents
    • select Print records options
    • click OK to send documents to printer
  • Send Email Messages
    • select which merge field contains the desired email address
    • enter the email Subject line
    • select Mail format from list
    • identify the Send records recipient options
    • click OK to send email messages

• • option to Modify Data in Excel Before Merging to make changes to Customer contact information