Sending a Fax or Letter to a Group of Contacts

  1. To send a fax or letter to a group of contacts, perform these steps:
  2. If you are using a template, ensure that you have created a Word template appropriate for this communication, with MailMerge fields embedded. See Inserting MailMerge Fields for SyteLine Contacts.
  3. In the Communication Wizard, specify the Communication Type.
  4. Specify the Communication Method as Fax or Letter.
  5. Select the group you defined on the Contact Groups form.
  6. Click Next. The contacts from the group who have specified that they want to receive this type and method of communication are listed.
  7. Select the contacts that you want to include in this communication.
  8. Click Browse and select the template you defined in step 2.
  9. The system responds by creating a .csv file that contains one record for each contact, with the available MailMerge field values for that contact. You are prompted to open the file. If you want to verify the values, click Yes. Close the file when you are finished.
  10. The text from the template, including the MailMerge fields, is displayed in the Message field. You cannot edit the text.
  11. Click Next. A Microsoft Word file is created that includes one copy of the merged document for each contact.
  12. Print the document.
  13. Click Finish to close the Communication Wizard.
  14. Fax or mail the printed documents to the individual contacts.
Related topics