Mail Merge

Use sales and customer database to create personalised letters

JCT has a built in mail merge facility or you can use your word processor for more sophisticated formatting

How to Mail merge

In JCT

1. Select your Customers
2. and then on the top menu bar select print, letter
3. in the preview pane type your letter
4. click on fields to insert on the menu bar. This lists all the fieldnames.Click on one to insert in your letter ( where the cursor is )

In Word

1. Select your customers in JCT
2. on the top menu bar select table, copy, export
3. Now in the copy table window
   a. choose a folder to store your data in
   b. give the file a name
   c. save as text
   d. click OK
4. Open Word ( or Open Office )
5. Compose your letter
6. from the tools menu select mail merge and use your letter as the main document
7. Select Data source and select the file you saved in step 3 above - NB set the file type to all files
8. When you select mail merge an extra tool bar should appear with a button saying insert merge field.
   Click it and you get a list of fieldnames to insert
9. When you have inserted all the fields go back to mail merge helper and select merge.