ServiceCEO uses Microsoft® Word® to build its mail merge functionality. Here you can choose whether or not to log the merge in ServiceCEO. If you chose to log the merge, a note will be attached to the customer containing date, time, user and merge temple used. If the merge is only used with an individual customer, the note will also contain a textual representation of the letter that was generated.
To configure Microsoft Word:
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click MS Word from the Categories bar. The Microsoft Word Integration Options dialog box appears.
Select the option button corresponding to how you want to log the mail merge. Your options are:
Do not log the merge. The merge will not be logged.
Log date, time, user, and merge template in notes. A note will be created, recording the date, time, user, and merge template of the mail merge.
If you selected the Log date, time, user, and merge template in notes option button, select the Allow user to edit log note at time of merge check box if you want the user to have the ability to log the mail merge note.
Click OK. The Microsoft Word Integration Options dialog box closes.
Back to Options Overview