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Performing a mail merge to multiple contacts

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

1. Click Find | Person.
2. Enter the search criteria, and click Find .
   

3. Click Start Mail Merge.
4. Click 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're 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're 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. 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. Click Merge and Continue.
7. From the Complete Merge Process page you can:
   • Deselect or select the Create Communication checkbox. Leave the check box selected to create 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 clicking 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, when the Active X plug-in is being used. Make your changes to the document, save and close. Then click Save 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. Click Continue. If Create Communication is selected, the Save Merged Document As A Communication page is displayed.
9. Add a Subject for the communication, and update any other relevant fields.
10. Click Save.

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.

See Also:

Uploading a Word document template

Uploading a Word document template

Tracking documents on the Documents tab

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