Create a mail merge

Use mail merge to address letters, envelopes, labels, brochures, newsletters, and other publications for mass mailing.

When you create a mail merge in Customer Manager, the Microsoft Word or Publisher Mail Merge Wizard starts with your customer information automatically imported into the wizard. 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, or Envelope or Label.
  4. Choose the type of document or publication you want, and then click Create.

    Word or Publisher will start.