| Mail Merge by Standard Letter (tdsmi2410m000) |  |
| Use this session to add business partners (prospects or customers), opportunities, contacts, or activities to a standard letter for mass mailing. The mail merge functionality enables you to print a generic letter with specific business object information merged in. Note You must select a list of adresses for a mail merge from the ERP LN database mail merge. Related topics CRM – overview
Fields | Description
Business Object | The business object (business partners, opportunities, contacts, or activities) to which the mail merge applies.
Active Contacts Only | If this check box is selected, the mail merge only applies to contacts who are active.
Open Activities Only | If this check box is selected, the mail merge only applies to activities that are still open.
Advanced Selection | If this check box is selected, you can enter a selection code to select data from the database or from part of it (if you specify a restricted range in the database). Related topics Predefined variable for selection expressions
Selection | A predefined set of data that must be printed or processed. Such a set is defined by a selection expression (or a selection criterion). You can define an expression in the Text Manager, which is used to retrieve data from the database for maintenance/printing. Related topics Predefined variable for selection expressions
Log Mailing as Activity | If this check box is selected, the mail merge is logged as an activity in the Activities (tccom6100m000) and Mailing (tccom6600m400) sessions. Note The logged activity is a mailing and has the Completed status. Related topics Predefined variable for selection expressions
Activity Template | The activity template based on which mailings are generated in the Activities (tccom6100m000) and Mailing (tccom6600m400) sessions. Note You can use the activity template for selection purposes later on and execute a follow-up.
Letter | The general memoranda mailed to relations and contacts (whether within the framework of an opportunity or not) that can be printed and composed by using variables.
Update Mode | Define the update mode. Simulate If this check box is selected, the mail merge is only simulated, not processed. Update If this check box is selected, the mail merge is processed.
Report | If this check box is selected, a report is printed that displays the results of the mail merge.
Selection Text | If this check box is selected, a selection text is printed (if present) on the report. Related topics CRM – Text Editor CRM – examples of selection expressions