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Exact Synergy Enterprise   
 

Creating mail merge for multiple recipients

Menu paths

  • HRM à Reports à People à Search
  • Customers à Reports à Accounts à Search

Introduction

This page allows you to create multiple documents using mail merge. You can create documents to be sent to different parties using mail merge. With a mail merge, you do not need to recreate the same letter for different people. The system will automatically insert the relevant data, such as the company name and address, into the relevant slots in each letter.

Roles & rights

  • To create a mail merge, function right 160 – Allows mail merge from resource search is required. Users with the General manager, HR, and HR assistant roles have this function right.
  • To create a mail merge from account search, function right 200 - Allows to export account data from search results or 275 - Allows batch updates of accounts is required. Users with the Marketing manager role have this function right.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 248.

How do I preview the mail merge?

  1. On the Accounts: Search or HRM: Search – People page, define the search criteria.
  2. Click Show.
  3. Select all the check boxes if you are on the HRM: Search – People page.
  4. Click Mail merge.
  5. Define the fields.
  6. Click Preview.

How do I print the mail merge?

  1. On the Accounts: Search or HRM: Search – People page, define the search criteria.
  2. Click Show.
  3. Select all the check boxes if you are on the HRM: Search – People page.
  4. Click Mail merge.
  5. Define the fields.
  6. Click Printable.

Keep in mind: The Printable button is unavailable if the Template (.dot, .dotx) is defined.

How do I send the mail merge by email?

  1. On the Accounts: Search or HRM: Search – People page, define the search criteria.
  2. Click Show.
  3. Select all the check boxes if you are on the HRM: Search – People page.
  4. Click Mail merge.
  5. Define the fields.
  6. Click Mail merge.

How do I clear the fields?

  1. On the Accounts: Search or HRM: Search – People page, define the search criteria.
  2. Click Show.
  3. Select all the check boxes if you are on the HRM: Search – People page.
  4. Click Mail merge.
  5. Click Reset.
Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.298.823
 Assortment:  Date: 21-03-2012
 Release:  Attachment:
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