A Mail Merge is a communication sent to more than one person.
To Create a Mail Mege
- Create a list of people to Mail Merge by using a Search and/or the Omit Records feature
- Click Yes if you wish to included people marked as excluded from mail merges (last column in list view), otherwise click No
If the mail merge is linked to a job... (If not, skip to next step)
- Click the Job info tab and select a job to link it to
- Click to view the Jobs List and select the required job
If files need to be attached... (If not, skip to next step)
- Click the Links and Attachments tab
- Click the + in other attachments then select the files to attach
Add a Template or Body Text
- Click the Body and Setup Tab
- Select a Template to use from the Choose Template dropdown field
Note: By default any email mail merges will be sent to the home email address.
To change an email address to Work/Home
- Click the Recipients Tab