Topic results Email Merge For Letter

CCH Central
Stage 6 of 6 - Document options
This document outlines the final stage of a Mail Merge wizard, detailing options for generating letters. Users can choose between creating a single document with all letters or multiple separate documents. It also mentions the integration with CCH Document Management for those with the module, allowing users to add letters with specific descriptions. Finally, the document instructs users to click "Finish" to complete the process, after which MS Word will open automatically to display the generated letters.
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CCH Central
Stage 4 of 6 - Choose to whom a letter will be addressed
Stage 4 of the letter addressing process focuses on selecting recipients for mail merges, crucial for ensuring correct contacts are chosen. Users can select individual or organizational contacts from two grids. For organizations, scenario options allow choosing either main contact information or details of associated directors, resulting in multiple generated letters if applicable. After selection, users continue by clicking "Next." This stage is vital for accurately addressing mail communications.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for Letter
The document outlines the process for selecting a template in the Mail Merge wizard Stage 2. It describes options for formatting (Word or HTML), sourcing templates from CCH Central or CCH Document Management, and the ability to preview or edit existing templates. It highlights the use of Queries and Reports for selecting data sources and offers functionality for searching templates by name. Finally, users are instructed to select their chosen template and proceed by clicking "Next."
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CCH Central
Stage 1 of 6 - Choose the output
The document outlines the process of selecting contacts or clients for a mail merge using a wizard interface. Users can choose to select all contacts at once or individually. The second step involves clicking the Mail/Email Merge icon, followed by selecting 'Email' as the output in the Mail Merge Wizard, where users proceed through a six-stage process. The document includes visual aids to assist users in navigating the steps.
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CCH Central
Stage 3 of 6 - Choose the address type and team responsability
This document provides instructions for selecting address types and team responsibilities during the mail merge process, specifically at Stage 3 of 6. Users can choose multiple address types, which prioritize the addresses based on the order selected. It explains how to handle address selection when both main and business addresses are available for a contact. Additionally, users can select team responsibilities linked to employee records for the merge, with prioritization on the selected team member. The document concludes by advising users to make their selections and proceed by clicking "Next."
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