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Mail Merge Record Page

Purpose

This page lets you choose whether to generate a single history record representing the entire mail merge or whether you wish to create a history record for each company or contact included in the mail merge.

Usage

If you wish to create a document for each company or contact included in the mail merge, the select the Generate a document for each company/contact radio button. If you wish to create a single document representing the entire mail merge, then select the Generate a single document for the whole mail merge radio button.


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