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. |