Mail Merge

dan_sorahan

Member
Has anyone used the Mail merge application (P980013)? We want to set-up a form letter that would go to a number of locations. I can't find any documentation on how this works.
Thanks!
 
No I haven't used this, never knew it existed, but I use an easy work around. Write a reportin CSV format, pulling the names and address that you want. Run and export to Excel. Set the Excel report as you mail merge database for Word. Drop the merge fields into your Word doc and voila! I can have a mailing out to all of our vendors in minutes.
 
Hi Dan,
You can use P980014 to attach new documents and use P08452 to generate Mail Merge documents. It's working for us.

Good Luck!
 
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