You can add several association types to the Contact list and the first association type found for each client will be used. If you are not using mailing contact under Associations, leave the value as default and click Next to continue. The system defaults to using the Main contact, who is the client selected from the Find Clients list. You can choose to send the Word document or email to a person at the company by using the contact precedence.įor example, to send a letter or email to a person at the company that has an association type of ‘has Mailing Contact’ or ‘has Director’, the system will address the letter or email to each contact that has this role (i.e., multiple letters or emails will be sent). In this stage of creating a mail merge, you select the associated contact type to be used and the sequence. The Mail Merge Wizard - Select the contact precedence window opens for you to select the Contact Precedence. If a number of Available address types are Selected they can be ordered in the list using the up and down arrows. The default, Postal, is used for any contact that may not have another type of address selected as their mailing address.
This means that the system will use this address first. This can be changed, if required, by selecting another available address which will become the first address in the list. The system defaults to your primary address type which is usually Postal.
In this stage of creating a mail merge, you select the address types to be used and their order of use.
To update a template, right-click a listed template and select Edit template. You also need to save this new template in the correct directory. If you cannot see the template you require, refer to your system administrator. The templates in the Mail Merge Wizard are those located in the correct template directory as defined using the Maintenance > Maintenance Map (AO) > Documents > Mailing Settings window.