Mail merge

The powerful mail merge component enables you to use data stored in your database to create letters to send or email to clients, produce mailing labels, create marketing letters for the practice and generate regular newsletters to clients. Using Microsoft Word templates, you can generate multiple copies of the same letter and personally address the letter to each recipient. Using email templates you can effectively bulk email clients correspondences, such as, Christmas cards or reminders to pay invoices. You can send bulk emails with or without attachments to clients.

Variables (e.g., client names and addresses) are used to provide the personalised information for these letters. Within the Mail Merge Wizard you can also add mail merge fields for the Company details into the Word templates and email templates.

The mail merge feature uses a wizard which leads you through the process. The Mail Merge Wizard is accessed from the Find Contact, Find Client, and Find Supplier (AE) pages by clicking Mail merge wizard on the Tasks bar.

Document templates can be created in the Documents tab for a client, or in the Mail Merge Wizard. See Creating new document templates, or the mail merge sub-topics, for more information.

You can perform the following mail merge actions:

• Creating a mail merge for a Microsoft Word document

• Creating a mail merge for emails

• Emailing Debtor Statements

• Editing Document Templates

• Append to Search Mail Merge

• Mail merge lists

• Label templates.

Related topics

Merging contact records to and from Microsoft Outlook

The Find page and Find window

Finding and opening clients and contacts

Viewing documents

Opening the Maintain Contact Addresses window

Adding associations to existing contacts

Adding associations to new contacts

Creating new clients, contacts and suppliers