Sending a Fax or Letter to a Group of Contacts

  1. If you are using a template, ensure that you have created an MS Word template with Mail Merge fields embedded. See Inserting MailMerge Fields for SyteLine Contacts.
  2. In the Communication Wizard, specify the Communication Type.
  3. Specify the Communication Method as Fax or Letter.
  4. Select the group that you defined on the Sales Contact Groups form.
  5. Click Next.
    The contacts who specified a preference for this type and method of communication are listed.
  6. Select the contacts to include in this communication, and then click Next.
  7. Click Browse to select the template.
    The text from the template with its Mail Merge fields is displayed in the Message field. You cannot edit this text.
  8. Click Next.
    • In the web client, the system completes the mail merge and auto-creates a PDF file in the Report Output Files form, which you can view and download.
    • In the Windows client, Microsoft Word opens a file that includes one copy of the merged document for each selected contact.
  9. Optionally, log the interaction on the next screen, and then click Finish to close the form.
  10. Print the mail merge document to fax or mail to the target audience.
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