To create bulk Word Merges (letters) to Clients, from the Home Screen, click Clients, then click the Client Letters option from the Client’s Sub-Menu. Chintaro will advise you that this form may take some time to load. Click Yes to continue. 


Clicking Yes will open the Client Letters Screen:


First, select the Word Template you would like to send your Clients.
 
Tick the  box if you would like a Note recorded on each individual Client record with the details of the letter. 
 
Filter the list of Clients you want to contact (EG by Property, Primary Tenant, Tags, etc). 

Once you have a filtered list, or if you want to contact all Clients, click the  button. Alternatively, individually select the Clients you want to contact by ticking each individual Include box in the Include column. (Click the  box to untick all Client in the Include box). 
 
 Clicking the  button will take you back to the screen’s default view.

When you are ready to create the Word Merge, click the  button. Microsoft Word will open the Word Templates with the Client’s information entered from Chintaro. 

Press Print to print the documents, or edit them as required before printing.