Mail Merge Letters

Create Customer Labels, a Mail Merge Letter, or Envelopes using Mail Merge Letters.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Accounts Receivable > Menu Security > Documents > Mail Merge Letters.

Output Type- Select either

  • Labels
  • Mail Merge
    • Generate Form Letters
    • Generate Envelopes

Customer Range- Create a range of Customer IDs

  • From- Enter a starting Customer ID or select to search.
  • To- Enter an ending Customer ID or select to search.

Customer Order- Select the order Customers will appear

  • ID
  • Name
  • Zip Code

Mailing ID- Enter a Mailing ID, if applicable.

Add an AR Filter to focus on specific customers. See AR Filter for more information.

 

Customer Fields

Select the fields to be included in the mail merge letter or mailing label from the Customer account.

Mail Merge

Active if Mail Merge selected in the Output Type.

If selecting Form Letters, select File and locate the Letter to be sent.

If selecting Envelopes, select File and locate the file with the format for the envelopes.

 

Interactions

Select to have information added to the Customer account in the Contacts tab.

Select Generate Customer Interaction to update the Customer account with the Contact Type selected.

In Contact Type select the type of Contact.

Select the Operator ID in User to add to the Contact on the Customer account.

Click to created the selected Output Type.