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.

Method

Install mail merge template

  1. Go to the "Document" tab at  "Maintenance" - "Templates
  2. Click "Library"
  3. Scroll down to "Candidate (overview)"
  4. Install the Mailmerge template .
  5. Log out and log back in again.

Creating a Mail merge file

  1. Go to Contacts ("Files" - "Contacts")
  2. Select the specific contact.
  3. Click on the report icon. And choose "Mailmerge"
  4. The list opens in Excel.
  5. Save the result on your computer.

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