Mail Merge Letters

SQL ActiveH Mail Merge tasks can be raised by building an Mail Merge template and then associating the template in a script. Keyfax Databoxes will be used as the merge fields in the letter body.

To set up an MIS Email Task, select Advanced/Base Task Templates from the menu and select the base template type 'MIS Letter':

The Mail Merge template screen will be presented. You will see two drop down lists, populated from the SQL ActiveH database, for selection of the CRM Merge Type and Merge Letter. Defaults may be pre-selected; however, you may change these.

NOTE Only existing CRM Merge Types and Letters can be selected. For more information regarding the Merge Types and Merge Letters, please refer to the MIS-AMS CRM documentation and the CRM documents.

Complete as appropriate; dragging/dropping databoxes as required. For future reference, you may want to add descriptive text next to each Databox, detailing the information being picked up in each Databox. Any text within the letter will not appear in the letter in MIS.

The final step is to add the Letter template to the Keyfax task. Select the Letter created above from the list of templates.