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1. Select CRM\Merge Doc. from the Sidebar.
2. On the bottom right of the screen, click New. The Select Merge Document Communication Template dialog will be displayed.
   
3. Select the required options:
   • Create Job Comment? – select Yes if you want a comment in the CRM\Comments
   • Create History Record? – select Yes if you want to see a record in the Job Merge Document History screen
   • Merge Recipients – click on the down arrow to select the recipients
4. From the Documents list, select the document to be merged.
5. Click OK.
6. Depending on merge recipients selected, one of the following dialogs will be displayed.
   • Bulk MME Document dialog (see Bulk MME Document Dialog).
   • Select Existing MME Criteria Profile dialog (see Select Existing MME Criteria Profile Dialog) followed by Confirm MME Recipients dialog (see Confirm MME Recipients Dialog).
   • Standard Criteria
7. Enter or edit the required details.
8. Click OK. The merged document will be opened in Microsoft Word.

Bulk Mail Merge

Bulk Mail Merges can be used for the mass production of a standard mail merge document to be sent to multiple recipients, eg: Christmas shutdown letter to clients.

The recipients of a bulk mail merge document can include an existing client list, or a new client list. 

1. Select CRM\Merge Doc. from the Sidebar.
2. On the bottom right of the screen, click New. The Select Merge Document Communication Template dialog will be displayed.
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3. Select the required options:
   • Create Job Comment? – select Yes if you want a comment in the CRM\Comments
   • Create History Record? – select Yes if you want to see a record in the Job Merge Document History screen
   • Merge Recipients – click on Create New MME Criteria or Select Existing MME Criteria.
4. From the Documents list, select the document to be merged.
5. Click OK.
6. Select the Base Criteria
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7. Select the Field Criteria
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8. Enter the New Bulk Mail Merge Title and Description on the Advanced Tab and click Save.
   Note: This criteria will be saved for future use and is available using the 'Select existing MME criteria'.
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9. Confirm the Mail Merge Recipients. You can select one client, multiple clients (using Ctrl+Shift) or All recipients.
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10. Click OK.
11. One merge document will be opened in Microsoft Word displaying all letters for all recipients.

Sending an Email using a Communication Template

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