Editing a mail merge letter

In this step, the fields of a mail merge letter are connected to the corresponding fields from JustRelate CRM as the data source.

  1. Edit the CRM template.
  2. In the mail merge letter, mark a mail merge field or any other place and choose the respective command in Word to insert a mail merge field.
  3. Add the needed fields to the letter.

You can choose from all CRM database fields defined in the loader object, for example:

  • <RECIPIENT_ADDRESS> = Recipient address
  • <RECIPIENT_FORM_OF_ADDRESS> = Form of address of the recipient
  • <AUTHOR_SIGNATURE> = The sender’s signature (internal person)
  • <AUTHOR_HEADER> = The sender’s company, for example

Finally, quit Word and have your changes saved. This causes the template to be checked in.

Note: If you would like to have further or different database fields available for use with mail merge, the loader definition needs to be changed accordingly, which can only be done by specially trained customizers.

Attention

Attention: Templates usually must be in the "released" status for them to be available to the users. If you are working as a template administrator, this profile allows you to also use templates that are "in development", e.g., for testing purposes. For other users, however, such templates need to be released.