Create Mail Merge Templates

A mail merge template pushes multiple values from the database to a Word template to create — for example, multiple letters addressed to individual contacts.

Creating a Template

To create a mail merge template:

1. Open Word.
2. Select New from the File menu.
3. Select the Templates option.
4. Click OK.
5. Enter the content of the document.
6. Insert the merge fields in the exact position by:
   1. Selecting Insert + Field from the menu bar.
   2. Selecting Mail Merge from the Category list.
   3. Selecting Merge Field from the Field Names list.
7. Copy the merge field name from the COM Interface Bookmark.
8. Paste the merge field name (for example, CRM Contact_Name) to the right of MERGEFIELD, so that you have:

   MERGEFIELD CRMContact_Name

9. Save your work in the Greentree Templates directory.

Note: Your system administrator can define this new template as your Default template.

• Select CRM > System > Setup > Templates Sheet (for all CRM users).
• Select System > User Maintenance, followed by preferences for specific User, then clicking the CRM button (for specific user).
• Add this as your specific template by selecting File > Preferences then clicking the CRM button.

Testing the Template

To test the template:

1. Select CRM > Relationships > Lists.
2. Create a list.
3. Click the Mail Merge button.
4. Select the new template as the active template to use.
5. Generate the document.