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You can create custom mail merge documents or edit existing documents using the Mail Merge Wizard.
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Mail Merge for Hirers
- Click on the Lettings tab
- Click on Hirers
- Click Start mail merge to launch the Mail Merge Wizard
- Select Start a new new document or Use an existing document
- Specify whether you want to write to All hirers or Hirers with bookings after a specific date
- Click Next
To start your mail merge with a new document:
- Click the link to open the existing mail merge template in Microsoft Word
- Make any changes required to the document
- Select Save As and give the document a name (the document will save in the folder C:\sco unless you change the location)
- Close the Word document
- Select Finish
- The finished document mail merge template will open in Word
- At the top of the screen click on Finish & Merge
- Select Edit Individual documents
- Select All, OK
- An individual letter will be generated for each Hirer
For further help see:
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