Running a Mail Merge

A Mail Merge lets you create personalized form letters, envelopes, or mailing labels from the ServiceCEO database. You can use this feature to send mailings to your customer base, to a list of prospects, etc.

Note that this feature uses Microsoft^® Word^® to perform the mail merge. If you do not have Word installed on your computer, the mail merge will not run.

You can run a mail merge from the following locations:

The Marketing Module report
Right-clicking a customer from the Customer list and selecting Mail Merge from the pop-up menu.
Clicking Mail Merge from any tab of the Address Information dialog box.
Selecting Tools > Mail Merge from a customer record.
Right-clicking a job from the calendar and selecting Mail Merge from the pop-up menu.

Regardless of how you run it, the Select Contacts dialog box appears.

Select the appropriate filter check boxes to control the contacts that appear in the mail merge. This list may be small or quite large, depending on the location from which you started the mail merge.
Select the check boxes corresponding to the contacts you want to include in the mail merge.
Click OK. The MS Word Mail Merge dialog box appears.

Select the template you want to use for the mail merge.

Tip!

Tip:
To create a new mail merge template, click Add New. For more details, see the Defining Mail Merge Templates section.

Click Select. Microsoft Word appears and creates the mail merge document.
The Update Last Contact? dialog box appears. Click Yes to update the Last Contact fields (located on the customer's Detail tab) to today's date. Click No to prevent these fields from being updated.