If you have a customer, who has just called and wants to receive an invoice, brochure, quote or whatever it is, you are able to select from an already created Mail Merge Campaign to ensure your customer receives their requested information from you.
A friendly reminder!
You are only able to create a Mailmerge Campaign in the system, if your customer has selected the Mail Communication Preferences.
Now all you need to do is select the relevant template from the drop-down menu and the output format:
Now click on the Generate Mailmerge button which will load the mailmerge with tags populated and then you can download/print your document.
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