1. The first task is to create a Letter code in Power-Gx. Navigate to Gx
CRM\Options\Letters To Send.
2. Click here for instructions
on creating Letters
codes. When the Letter code is setup, a new letter containing all the tags for the
mail merge is copied from a system template, a template data source document for this letter code is
automatically generated.
3. Open this new letter in Word and add the text and formatting that you
require.
4. Click here for instructions on using mail merge in Microsoft
Word to
insert merge fields, please note that these fields should already be present in the
letter. If you are using Windows XP follow the instructions here.
5. When you have arranged the merge fields in your template letter, save the
document. It is now ready for use with Global Mailshots, Select Letters to
Send or Gap Analysis mailshots. Click here
for an example template letter
with merge fields inserted. The merge fields are highlighted in bold.