Real Estate Software User Manual
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User Manual



 User Manual PDF

Create a New Mail Merge Document

You can create and save the form letter in Word first, or type it as you need it.  The process below will show you how to create the document on the fly. The letter is called the main document and your list of contacts is called the data source. Word's Mail Merge feature provides the most frequently used merge fields, such as First Name, Last Name, Company, Address 1, State, and so on. You can choose from address-related fields or database-related fields, depending on the type of information you are merging.

  1. Go to any Contacts folder and select the contacts individually or by groups that you have created in a filter.
  2. Click the Tools menu, and then click Mail Merge.
  3. Click the New Document option (or click the Existing Document option, click Browse, locate and select the document, and then click OK
  4. Click OK.  Microsoft Word opens, displaying a new or existing document with the Mail Merge toolbar.

  5. In the Word window that appears, click the Main Document Setup button on the Mail Merge toolbar, select the document type you want, and then click OK.

     
  6. Click the Mail Merge Recipients button on the Mail Merge toolbar, select the recipients you want to include, and then click OK.

     
  7. In the document, type the contents of the letter.  You can use the mail merge wizard (see below) to fill the contents and complete the mail merge or you can manually create the contents and merge the file your self by following steps 8-11 below.

     
  8. Click to place the insertion point where you want to insert fields, and then click the Insert Merge Fields button.


     
  9. Select the Address Fields option or the Database Fields option. The database fields will include all EurekaWare contact fields.  The address fields will only include address fields. 

     
  10. Click a field, and then click Insert. Repeat to insert additional merge fields.
  11. Click one of the following buttons: Merge To New Document, Merge To Printer, Merge To E-Mail, or Merge To Fax.

  12. In the main document (not the new merged file), click 'Save as' from the File menu to save the file so you can use it for future mail merges.

 

Mail Merge Wizard

You can use Word's Mail Merge Wizard to help you with the mail merge process.  This wizard is optional but for some people it simplifies the process of creating a mail merge document.

  1. In Word, click the Tools menu, point to Letters And Mailings, and then click Mail Merge to start the wizard.

  2. Assuming you start the Mail Merge Wizard after an export from Outlook.  The Wizard will begin on Step 4: Write your Letter. The first three steps have been completed  for you based on the input you provided in the Merge Contacts dialog box in bullet 4 above. 

  3. Click Address Block to specify the formatting for an address block.

  4. Click Greeting Line to specify the formatting for the salutation.
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    Last Modified: 2/16/2007 12:00:00 PM