| Screen Location | Description |
|---|
Alerts | CRM > Alerts | When users click the printer icon from this screen they will see the mail merge documents. |
Application Goods | Application > Goods | When users click the printer icon they will see the MME documents. |
Application Overview | Application > Overview | When users click the printer icon from this screen they will see the mail merge documents. |
Asset & Liability Statement | Contact > A&L | When users click the printer icon from this screen they will see the mail merge documents. |
Batch Printing | Tools > Batch Revenue Splits | Not available for use with mail merge. |
Client Overview | Client > Overview | When users click the printer icon from this screen they will see the mail merge documents. |
Comments | CRM > Comments | When users click the printer icon from this screen they will see the mail merge documents. |
Communicate Client | Client > Overview | When users click the next to the client Name field, this will pop up the Communicate dialog. |
Communicate Contact | Contact > Overview | When users click the next to the contact Name field, this will pop up the communicate dialog. |
Communicate Entity | n/a | Wherever an entity is, when users click the next to the entity Name, this will pop up the communicate dialog. |
Entity Specific | n/a | This is an odd one, it is kind of like a list of mail merge documents that are only specific to an entity and do not have client or application details in it. Mail merge documents assigned to entity_specific are available from the Communicate entity dialog. |
Follow Up | CRM > Follow Up | When users click the printer icon from this screen they will see the mail merge documents. |
Invoices | Application > Invoices | When users click the printer icon from this screen they will see the mail merge documents. |
Mail Merge | CRM > Mail Merge | This is the DEFAULT, it means it will be shown in the Select MME Dialog. |
Quote | Tools > Quote | When users click the printer icon from this screen they will see the mail merge documents. |
Repayment Schedule | Application > Repayment Schedule | When users click the printer icon from this screen they will see the mail merge documents. |
Smart Campaign | n/a | These are mail merge documents that you wish to use in the SmartCampaign program. |
Work In Progress | Tools > WIP | When users click the printer icon from this screen they will see the mail merge documents. |