Single Letter Merge
When generating a single letter merge under Account, Contact, Booking, or Activity, a document that is automatically named by OPERA is created. Upon returning to the Attachment screen, the user is asked to save the merged document as an attachment. Select Yes to attach the document and an activity is created for the block. Since the document has been created for the activity, the same document can now be viewed in related Accounts, Contacts, and Activities. Additionally, a correspondence activity is created for the same record, in order to keep track of the date, time, and other details of the single letter merge.
- Use the search screens to find the Account, Contact, Booking, or Activity to which you want to direct the mailing and highlight the records in the search results grid. If there are many records, create a filter to aid you in the search.
- Select the Mailing button to open the template Attachments screen, which displays all the templates available.
- To merge with an existing template, highlight the template in the grid and select the Merge button. This will take you to the document where you can make any changes.
- To create a new template, select the New button. A message will appear stating that you must select a Field List to create a template. Select the Field List and complete the description of the template and the type of template. Then select the Merge button. This will take you to the document where you can continue setting up the new template.
