Carrying out a Mail Merge

To merge an existing template with company and person details:

1. Find the prospect you want to send the letter to.
2. Click on the hyperlink of the person so that their name appears in the context area of the screen.
3. From the Documents tab, select Start Mail Merge. A list of shared templates is displayed.

4. Click the hyperlink of the file you want to merge.
5. From the Edit and Merge Document page you can:
   • Modify the document for this mail merge if you are working with an HTML template. Add custom text, insert more Sage CRM merge fields, and apply custom formatting.
   • Preview Merge. Opens a new browser window. Note: You may need to disable any active pop-up blockers to view.
   • Save Template. Updates the template with any changes made. You can only save updated templates if they belong to you. Shared templates can only be modified by a System Administrator or Info Manager.
6. Select Merge and Continue.
7. From the Complete Merge Process page you can:
   • Deselect or select the Create Communication check box. Leaving the check box selected creates a completed Communication record with a link to the merged document. It also makes the merged document available from the Documents tab.
   • View merged document. This opens a new browser window. You may need to disable any active pop-up blockers to view.
   • Edit merged document. This opens a new browser window where you can edit the merged document. This option is only available in IE and when the Active X plug-in is being used. Make your changes to the document, save and close. Then select the Save button on the Complete Merge Process page. Note: The ability to use the Active X plug-in is controlled by the System Administrator from Administration | E-mail and Documents | Documents and Reports Configuration.
8. Select Continue. If you left the Create Communication check box selected, the Save Merged Document As A Communication page is displayed.
9. Add a Subject for the communication, and update any other fields you need to.
10. Select the Save button.

A communication record is created to record that a letter was sent out, forming part of the customer's interaction history. The merged document can be viewed as an attachment on the communication record. It can also be viewed from the Documents tab.

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See Also:

Merging a Local Word Document

Uploading a Local Word Document

Tracking Documents in the Documents Tab