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Mail/Email Merge

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Mail Merge

From within the Workflow homepage it is possible to select any given number of clients and perform a CCH Central Mail Merge.

The production of a Mail Merge is a standard CCH Central function and as such is not covered in this manual. If you require Mail Merge training please discuss this with your implementation consultant or your account manager.

Email Merge

From within the Workflow homepage it is possible to select any given number of clients and perform a CCH Central Email Merge. The production of an Email Merge is a standard CCH Central function and as such is not covered in this manual. If you require Email Merge training please discuss this with your implementation consultant or your account manager.

Note: To access Mail Merge or Central Mail functionality, select the relevant workflows you wish to perform the action with, right click, and select from Mail Merge or Central Mail.

 

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