04 June 2010

How to carry out a mail merge from BCM

1. Find the contacts you want to send the letter to in Business Contact Manager and highlight them

2. Click Tools, Mail Merge

3. Choose either New Document or browse for Existing Document. You will now be directed to Word.

4. You will need to add in the date, address block and greeting plus any other fields you need.

5. After you have finished, save the letter that contains all the merge fields so that you can use it in the future quickly.

6. Preview your results

7. Merge

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