Menu Path: Customer Service Customers Customer Relationship Management Mail Merge Control Maintenance
Store and view mail merge documents.
Use Mail Merge Control Maintenance to store Word .doc and .docx mail merge documents in the Apprise database so the documents can be used for CRM tasks.
Note To create a mail merge document for use with Apprise, click the Output Recipient List button in the ribbon in Perform Mail Merge, and use the output Excel file as a data source for the Word document.
You can view the stored documents in Word. For information on performing a mail merge with stored documents, see Perform Mail Merge.
To store a mail merge document:
Click the Update button in the ribbon.
Click the Lookup button for the Filename field, then navigate to and select the document you want to add.
Enter a description of the document in the Description field.
Click the Add button.
Click the OK button in the ribbon. The document is added.
Button |
Description |
Exit |
Click this button to close the Mail Merge Control Maintenance window. |
Update |
Click this button to add mail merge documents to or remove mail merge documents from the Apprise database. |
OK |
Click this button to save changes made to stored documents. This button is only available if you click the Update button in the ribbon. |
Cancel |
Click this button to cancel saving changes made to stored documents. This button is only available if you click the Update button in the ribbon. |
Open Document |
Click this button to open the selected document in the Documents grid in Word. |
Field or Button |
Description |
Click the Lookup button to navigate to and select a mail merge document. You must select a document with a .doc or .docx file extension. Note If a file or image upload directory is set up for the system ID, the file is copied to the Others folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location. |
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Enter a description of the mail merge document. |
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Click this button to store the document specified in the Filename field in the database. |
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Click this button to remove the selected document in the Documents grid from the database. |
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This grid displays mail merge documents. You can edit the description of each document in the Description column after clicking the Update button in the ribbon. |