The ability to create a merge template and perform a mail merge is a quick, efficient way to execute correspondence for an individual or a group of people.  SalesLogix provides mail merge capabilities using templates created with Microsoft Word.  Mail Merges can be created in the form of letters, e-mails and faxes that can be sent to a contact, or a specific group of contacts.

This Workshop will take the mail merge capability a step further and focus on training the power user to create templates that include many to one fields within the Merge Template.  More specifically, the user will learn to insert Account Products into a template.

Upon completion of this Workshop a user will understand and be able to perform a mail merge and create templates that contain one to many fields.

Workshop registration is only available to registered community members. Registration is FREE and entitles you to full community benefits, such as workshops, forums, downloads and more! To register for this workshop, you must do one of the following: Register to become a community member Sign in if you are already a member