Mail and Email Merging

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Mail and Email merge fields

As with Smart Reports and Tax Explorer, fields used within CCH Reporting saved reports are available to be used within both Email and Mail Merge.

Mail Merge

Use the From Reports option in the Find Clients window to open a report saved within CCH Reporting:

FromReports.png

Select the From Reporting option, select a report and click OK.  A Report Parameters window appears if parameters are required to be entered:

ReportParameters.png

Note: For saved reports to return any results, the field Name must be present within the report. The field is not required to be visible.  You may need to apply a filter to remove any blank lines

Click OK after applying relevant parameters.  A list of clients is returned that meet the set criteria.  Select all or just some of the returned clients.  Click Mail/Email Merge wizard icon.  Open an existing template or create a new mail merge template, scroll through the list of available fields, CCH Reporting fields are prefixed with Reporting_.

Email Merge

Open an existing or create a new Email Template, Select the Data Tab and click the Smart Reports option.   T

FromReports.png

Select the From Reporting option, select a report and click OK.  A Report Parameters window appears if parameters are required to be entered;

ReportParameters.png

Click OK after applying relevant parameters.  A list of Merge Fields is available within the Task Bar.  Click the From Reporting option; All Reporting fields are returned that have been used within the specified report.

FromReporting.png

Note: Within both Email and Mail Merge, all fields available from CCH Reporting are prefixed with Reporting_

 

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