Tutorial 9

Using Mail Merge in Sage SalesLogix

You can use mail merge when you want to correspond with a group of contacts, accounts, or opportunities. Mail merge helps you simplify the process of sending the same information to numerous people. When using mail merge, you can merge to a file, send an e-mail, send a fax, or print the merged document.

Our scenario:

You need to send pricing information to all your contacts at Beacon Motors. You want to run a mail merge to send all the information at once.

The following procedures detail how to send an e-mail using Mail Merge.

To send e-mail using Sage SalesLogix Mail Merge

1. Open Tom Dale’s information in the Contact Detail view.
2. On the Write menu, select Mail Merge.
   The Mail Merge dialog box appears.
3. In the Select a Template box, expand the Private Templates list, expand the E-mail list, and then double-click the Pricing Proposal template.
4. In the Merge With area, select Current Contact.
5. In the Output To area, select E-mail.
6. In the From box, your e-mail address appears.
   If necessary, click the Address Book to select another user as the sender.
7. (Optional) Click the Address Book in the CC and BCC boxes to select other recipients.
8. In the Subject box, type Pricing Proposal for 150 Motors.
9. In the Format box, the default format of your selected template is shown; select another format if desired.
10. Click the History Options tab.
11. In the Category box, select Info Requested.
12. Click Merge.

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