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To make it quick and easy to generate an ad hoc letter for a contact(s) we added the ability to select a contact from your contact list and with a few clicks generate a document with their contact info merged into that letter. This is a very simple, yet powerful, way to do quick letters or even generate labels for your contact(s).
There are two basic ways to create a quick letter/label.
| 1. | Select the contact from your contact list and generate the document |
or
Steps to create a Quick Letter or Label
| a. | Highlight the contact(s) in your contact list () |
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| b. | Select via the Contact Selection Window in step 3 |
| 2. | Click Create, then Send Document to Contact on the Active Agent Toolbar |
| 3. | You will be asked if you want to generate for selected contacts |
| a. | If you want to pick the contact based on Name, Address, email, category, etc; answer No |
| b. | If you selected your contacts in step one answer Yes |
| 4. | Select the Document you want to send, if you are generating labels select labels from the 'Document Type/Folder' drop down box and select labels, then the appropriate Avery Label format. Then click OK |
| 5. | Select the destination of the merged document |
| a. | Printer - The merge will be sent to the default Windows printer |
| b. | Leave Open - Word will be left open with the merged document |
| c. | eMail to Recipients - Word will be instructed to email the merged document to the primary email address on the contact record. |
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