You can add a new Mail Merge by performing the following procedure:
- Click button from the Mail Merge
The Mail Merge – Add page is displayed.
- Enter the Mail Merge Name.
- Enter a Description.
- Click the drop down list adjacent to the Source Table/Query field and select a Source Table/Query.
- Click the drop down list adjacent to the Email Template field and select an Email Template.
- Enter an email ID in the From Mail ID
- Select the check box adjacent to Is Corporate field, if you want to mark the currency as corporate.
- Click the text field adjacent to Mail Delivery Date and select the required date from the calendar.
- Enter an email ID in the To Mail ID
- Enter the owner name. By default this is populated with the logged in user name.
- Click button to save the Mail Merge details.
You can also click button to save the Mail Merge and add another one.