You can create a mail merge file in two ways. You can either base the mail merge file on an existing mailing list, or you can base it on business relations and contacts.

Create a mail merge file based on an existing mailing list

When you create a mail merge file based on an existing mailing list, all records with the status in the form are sent to the mail merge file. Therefore, the form cannot be used for long-term storage of mailing lists with the status .

  1. Click > > > .

  2. Click the button.

  3. Enter the mailing file name as a full file location.

  4. Select the check box to update the status, date, and history of the mailing. The status changes from to .

  5. Select the date that the mailing will be sent.

Note Note

Only mailing lists that have a status of will be updated to when the check box is selected.

Create a mail merge file based on business relations and contacts

The following method creates a mail merge file based on filtering the and tables.

  1. Click > > > .

  2. Specify the location of the mail merge file by entering a full file location.

  3. Select the check box to update the status of the mailing list in the form.

  4. Select the date to send the mailing.

    If the check box is selected, the value is registered in both the and the forms.

  5. Click and in the form change, add, or remove filter fields as necessary.

  6. Click to accept the query and the values in the filter fields.

  7. Click to generate the mail merge file in the location specified.