e-manage|ONE provides you with the ability to create empowers users to efficiently generate Microsoft Word Templates, which enabling seamless mail merges for contacts. These templates can be saved stored within e-manage|ONE, ensuring universal accessibility for all users to utilize as mail merges for contacts. With just a few clicks, you can send these mail merges as emails, rather than printing out physical documents.eliminating the need for physical document printing.
Performing Mail Merges:
Highlight the desired contacts.
Select "Write Letters."
If there are duplicate names in your criteria, a message will prompt; select "yes."
The highlighted names will appear under "Recipients."
It's important crucial to keep in mind understand that the data that is merged from e-manage|ONE depends on where the mail merge is being performed from. For instance, if you have a template that includes project data, you will need to either navigate to conducted. Below are a few examples of where Mail Merges can be performed.
Project Contacts Merge:
Navigate to the specific project you want
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data
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pulled from
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.
Perform the merge from the Project Contacts side panel
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by selecting
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contacts
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and
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clicking the mail merge button
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.
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Project Contacts Analysis Merge:
Execute a Project Contact Analysis and
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perform the mail merge from the Actions menu within the analysis window.
Project Contacts Merge
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Project Contacts Analysis Merge
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If the template you want to use has Lead data, you must drag and drop contacts from the Lead pop-out panel into the Recipients list box in the Perform Mail Merge window.
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Service Agreement Merge:
Access Service Contract Search from the Search menu
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.
Check the "Include Contacts" checkbox and use the Mail Merge button
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in the Search window.
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