Property - Letters (Word Merges)

Modified on Wed, 22 Jun 2022 at 02:50 PM

To create bulk Word Merges (letters) to a number of Properties, click the Properties option from the Main Menu, then click Property Letters. This will open the Property Letters Screen:



First, select the Word Template you would like to send your Properties (See Solution: Setting Up Word Merges)
 
Tick the  box if you would like a Note recorded on each Property record that the letter was sent.
 
Filter the list of Properties you want to contact (by Property Manager, Address, Program, etc.) 
 
Once you have a filtered list, or want to contact all Properties, click the  button. Alternatively, individually select the Properties you want to contact from the Include column. Click the  box to untick all Properties in the Include box. 
 
When you are ready, click the  button. Microsoft Word will open with the Property information filled in to the Word Merge template. 
 
Clicking the  button will take you back to the screen’s default view.


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