Welcome!
     
    The MailMerge Wizard allows you to narrow down your database using a series of filters and then generate a customised letter for everyone who passes through that filter.

You can also use the MailMerge Wizard for creating customised e-mails and faxes, as well as exporting the database in a number of different formats.

When you filter the database you can search on any of the fields and conversation notes, so for example you can isolate all the contacts living in Scotland who have called within the last three months, and where the conversation included the word sporran.

The Campaign Filter is a powerful feature that allows you to find everyone who has received a particular letter so that you can send them the next one in a campaign of mail-shots. It can also be used to avoid you sending the same letter to the same person more than once.

You can also create a Virtual Folder holding all the contacts that you have just mailed, so that you can work a list and see what kind of impact it has had.

The MailMerge Wizard uses the same powerful engine as the Reports Wizard, in fact you can save the filter set-ups in one Wizard and use them in the other. Use the Reports Wizard rather than the MailMerge Wizard if you want to analyse the database.
     
    Tip Always try out your filters on a small selection of the database first before applying them to the whole database. It can take a while to process your request if you have a large database.
     
    Click the Next button to start the Wizard.