e-manage|ONE allows you to create empowers users to efficiently generate Microsoft Word Templates, save them to enabling seamless mail merges for contacts. These templates can be stored within e-manage|ONE and allow all of your users to use them as mail merges for contacts. These mail merges can, with a couple of clicks, be sent as e-mail instead of printing documents. It is important to remember that the data that will merge from e-manage , ensuring universal accessibility for all users. With just a few clicks, you can send these mail merges as emails, 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 crucial to understand that the data merged from e-manage|ONE depends on where the mail merge is performed from. For example, if you have a template that contains project data, you will need to either go to the project that you want the data to come from and perform conducted. Below are a few examples of where Mail Merges can be performed.
Project Contacts Merge:
Navigate to the specific project you want data pulled from.
Perform the merge from the Project Contacts side panel
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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 Information can only be merged from the Service Contract Search from the Search menu at the top of the e-manage main window. You must check the "Include Contacts" checkbox and use the Mail Merge button located on the Search window.
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by selecting contacts and clicking the mail merge button.
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Project Contacts Analysis Merge:
Execute a Project Contact Analysis and perform the mail merge from the Actions menu within the analysis window.
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