Mail Merge by Standard Letter (tdsmi2410m000)

Use this session to add business partners (prospects or customers), opportunities, contacts, or activities to a standard letter for mass mailing.

The mail merge functionality enables you to print a generic letter with specific business object information merged in.

Note: You must select a list of adresses for a mail merge from the LN database mail merge.

Field Information

Business Object

The business object (business partners, opportunities, contacts, or activities) to which the mail merge applies.

Active Contacts Only

If this check box is selected, the mail merge only applies to contacts who are active.

Open Activities Only

If this check box is selected, the mail merge only applies to activities that are still open.

Advanced Selection

If this check box is selected, you can enter a selection code to select data from the database or from part of it (if you specify a restricted range in the database).

Selection

selection code

Log Mailing as Activity

If this check box is selected, the mail merge is logged as an activity in the Activities (tccom6100m000) and Mailing (tccom6600m400) sessions.

Note: The logged activity is a mailing and has the Completed status.

Activity Template

The activity template based on which mailings are generated in the Activities (tccom6100m000) and Mailing (tccom6600m400) sessions.

Note: You can use the activity template for selection purposes later on and execute a follow-up.

Letter

letter

Update Mode

Define the update mode.

Simulate
If this check box is selected, the mail merge is only simulated, not processed.
Update
If this check box is selected, the mail merge is processed.

Report

If this check box is selected, a report is printed that displays the results of the mail merge.

Selection Text

If this check box is selected, a selection text is printed (if present) on the report.