Create a Mailmerge file when producing a mailing through the postal services. The administrator needs to install the Mailmerge template before a Mailmerge can be created.
Install mail merge template
- Go to the "Document" tab at "Maintenance" - "Templates"
- Click "Library"
- Scroll down to "Candidate (overview)"
- Install the Mailmerge template .
- Log out and log back in again.
Creating a Mail merge file
- Go to Contacts ("Files" - "Contacts")
- Select the specific contact.
- Click on the report icon. And choose "Mailmerge"
- The list opens in Excel.
- Save the result on your computer.