Mail Merge

[ggargini]

I’m trying to use Clinic Office Word processor to mail merge from a patient letter document.

I saved the letter.
Selected ‘Perform Merge’.
The ‘Merge Criteria’ window that appears has a small selection of Favourites to select from. I need to select a practitioner here. I have tried to right click to add favourite but this option is not available. 😯
Appreciate a quick response, need to do urgent mailout..
Thanks and regards
Grahame Gargini

[Support]

Hi Grahame,

I need to select a practitioner here

Which practitioner do you want to ‘select’? You can just type the name of the practitioner into the letter template. Alternatively, please let us know where you want to get the practitioner name from in the database?

Kind Regards,

[Author]

Posts