Carrying out a Mail Merge to Multiple Contacts

You can create a merged document for all contacts contained in a search list, saved search, or a group.

To perform a mail merge to multiple contacts:

1. Select the Find menu button and choose Person from the drop-down list in the context area of the page.
2. Enter the search criteria, and select the Find action button from the right-hand side of the page.
   

3. Select the Start Mail Merge action button.
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. Only the first record will display if you are previewing a mail merge of multiple records.Note: You may need to disable any active pop-up blockers to view.
   • Save Template. Updates the template with the 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 against all of the contacts on your list with a link to the merged document.
   • View the merged form letters by selecting the paperclip icon. This opens a new browser window. You may need to disable any active pop-up blockers to view.
   • 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 against all of the contacts on your list. A link to the merged document is maintained in the communication record.

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See Also:

Uploading a Local Word Document

Uploading a Local Word Document

Tracking Documents in the Documents Tab