After you have filtered the screen to a smaller set of data and you see the Clients you would like to create the letters for (or if you would like to create a letter to ALL Clients), select the Word Template from the drop down box at the top of the screen:
Then, ensure that the box is ticked if you would like a Note recorded on each individual Client record with the details of the letter.
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).
NOTE: Clicking the button will remove any filtering and 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 with the individually populated Word Templates with the Client’s information entered from Chintaro:
Press Print to print the documents or edit them as required before printing.
If you selected to have Client Notes created, Chintaro will advise that the notes were successfully created for each Client: