e-manage allows you to create Microsoft Word Templates, save them to e-manage 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 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 the merge from the Project Contacts side panel (select all contacts from the grid that you want to merge to, then click the mail merge button on the side panel), or you will need to do a Project contact Analysis and Perform Mail Merge from the Actions menu of the analysis window.
Project Contacts Merge
Project Contacts Analysis Merge
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.
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.
