The e-manage Merge Codes Menu System
- Stephanie Pepper (e-manage|ONE)
In this section we will go through each of the fields that you can use as merge codes when performing mail merges.
This section assumes that you have already added the Mail Merge Toolbar into Microsoft Word.
The Contact Menu
Contact information can be used without any special consideration of where you get the recipients from in e-manage. I.e. you can drag and drop any contact from anywhere contacts are listed in e-manage 7 into the recipients box and these fields (when available) will merge the data.
Contact History
Contact History can be used without any special consideration of where you get the recipients from in e-manage. I.e. you can drag and drop any contact from anywhere contacts are listed in e-manage 7 into the recipients box and these fields (when available) will merge the data.
Lead Information
In order to use Lead Information you must drag and drop leads as the recipients into the Perform Mail Merge Menu.
Company Information
Company information can be used without any special consideration of where you get the recipients from in e-manage. I.e. you can drag and drop any contact from anywhere contacts are listed in e-manage 7 into the recipients box and these fields (when available) will merge the data.
Project Information
The project information can only be used when the merge is initiated from the project information window by highlighting contacts and clicking on the Mail Merge button.
Order Entry
Customer PO - The Purchase Order # from your customer for the order.
The order information can only be used when the merge is initiated from the project information window by highlighting contacts and clicking on the Mail Merge button.
Service Agreements
The Service Agreement Information can only be used when the merge is initiated from the Search / Service Contracts window by highlighting contacts and clicking on the Mail Merge button.
Author Fields
When you use author fields in an e-manage 7 mail merge template, letters will be personalized to the author chosen by the user performing the merge. By using author fields every user of e-manage can use the same template without anyone knowing that it was done from a merge template.
Next Record Pointer
Use this when you want to have more than one record merged on one page (see our example lead sheet in this manual here).