Add New Mail Merge

You can add a new Mail Merge by performing the following procedure:

1. Click button from the Mail Merge

The Mail Merge – Add page is displayed.

2. Enter the Mail Merge Name.
3. Enter a Description.
4. Click the drop down list adjacent to the Source Table/Query field and select a Source Table/Query.
5. Click the drop down list adjacent to the Email Template field and select an Email Template.
6. Enter an email ID in the From Mail ID
7. Select the check box adjacent to Is Corporate field, if you want to mark the currency as corporate.
8. Click the text field adjacent to Mail Delivery Date and select the required date from the calendar.
9. Enter an email ID in the To Mail ID
10. Enter the owner name. By default this is populated with the logged in user name.
11. Click button to save the Mail Merge details.

You can also click  button to save the Mail Merge and add another one.