Create a letter

When you create a letter in Customer Manager, the Microsoft Word or Microsoft Publisher Mail Merge Wizard starts with your customer information automatically imported into the wizard.

You can use the wizard to create a letter for as many customers as you like. When you have finished, Customer Manager creates a communication item to track the correspondence.

  1. Open the Customers folder.
  2. Select the customers you want as recipients.
  3. On the Customer Manager Actions menu, point to New, and then click Letter.
  4. Choose the type of letter you want, and then click Create.

    Word or Publisher will start.