Print merge

This function enables you to print a data source merge file for the selected record or for tagged records in the current inquiry list.

You can use the print merge function for most items in the Content Manager dataset, not just records.

Print merge has a number of applications:

  • You can generate a response letter in your word processor addressed to people or organisations in Content Manager
  • You can use Content Manager as a contact list manager, thereby generating multiple merge field documents from one Content Manager record, for example, all contacts attached to a Christmas Card record or monthly newsletter record, etc.

NOTE: The Organisation Location type is called Section only in the following functions in Content Manager:

  • Print merge
  • Document queues
  • Import / Export

The Section field in Content Manager is the default Organisation for the Location.

You can set this up in the Locations Properties - Associations tab by selecting the Organisation the Location belongs to and clicking Make Default.

NOTE: Note: The tab delimited output generated via Print Merge can be imported into ColorBar® Composer 8.1 to generate and print color-coded labels for Content Manager records. For details on using ColorBar® Composer please refer to the ColorBar® documentation.

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