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How do I run mail merges in Redtail?

In another post, we took a look at creating and uploading mail merge templates for use in Redtail CRM.  Here, we'll look at how you can run merges with these templates for either individuals or groups of contacts.

Mail Merges for Individual Contacts

Go to the Contact Overview of the individual contact for whom you want to run a mail merge.  Scroll down the page to Common Tasks and click Create Mail Merge Document:

You'll then see the below dialog:

If you click the arrows in the Select One dropdown box, you'll be presented with the mail merge templates you uploaded for use in Redtail CRM:

Select the document you would like to merge and then click Run Mail Merge:

After the mail merge has run, your document will open up in Microsoft Word.

Mail Merges for Multiple Contacts

Mail Merges can be arrived at for groups of contacts in a number of ways, but they all launch finally from the Advanced Search page. So, whether you are working with a group of contacts you have previously tagged or a new group you’ve just queried, in order to run a Mail Merge for them you must do so from the Advanced Search page.

When your group of contacts is on the Advanced Search page, you’ll see the options below appear to the right of your search results:

Place checks next to the contact names that you want included in your merge.  Then, in the Mail Merge pulldown box, click on the template name you want to merge with these contacts and your document will open up in Microsoft Word.

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