MME View Membership

The MME View Membership screen is designed to view the Mail Merge Export (MME) Documents that are contained in a specific view. Using this screen, administrators can add a document to a particular view.

Opening the MME View Membership - Click here to expand...

From the Administration menu, select Mail Merge then MME View Membership.
From the sidebar, select Mail Merge then MME Views.

How to Add a MME View Membership - Click here to expand...

Click the New button. The MME View Membership dialog will be displayed.
Select the view.
Select the document.
Click the OK button. The MME View Membership dialog will close.

List of TFS Views - Click here to expand...

The following is a list of views in TFS. Some of these views cannot be used for mail merge.

Screen	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.