Mail Merge

My-CRM has the ability to create mail merge documents using Microsoft Word to individuals or to groups of contacts. Click on the Mail Merge button to be presented with a list of Mail Merge documents

Click on the "New Template" button to create a new mail merge document. You will then be presented with a screen like the one shown below

Enter a document description in the "Document" textbox and then enter a file name for the word document you are going to create. You can also enter notes about the document. Clicking on the "Save in History" check box will create a diary history event against each contact that is sent the mail merge document.

Click on the "Create" button to create your mail merge template in Word

Once Word has loaded create your document as you would any other letter inserting the required mail merge fields.

Once you have created and saved your word template document, you can then create a mail merge document to the current contact filter

Click on the "Merge and Preview" button to create the mail merge document. You will then be presented with the word document with the included contacts merged within