Mail Merge Wizard

1. To invoke the Mail Merge wizard, click Mail Merge on the toolbar.

   This option is active only if there are items in the Merge List.

   

2. If your organisation has a pre-defined Word Template for use with Mail Merge, select the first radio button: Link your data to an existing Microsoft Word document.

   Star provide a default template('CC1.docm'), which may be customised to your firm's requirements. Alternatively, your firm may have developed its own template.

   Alternatively, select the second radio button: Create a new document, and then link the data to it.

3. Click OK.

   Microsoft Word is invoked.

   If you selected Link your data to an existing Microsoft Word document, then Word displays a document pre-populated with fields as defined in your selected Mail Merge document template. Optionally, use Word's integral Mail Merge wizard to customise your form letters.

   If you selected Create a new document, and then link the data to it, then Word displays a blank document, with Word's Mail Merge feature already activated. Use Word's integral Mail Merge wizard to create form letters.

4. In Word's View ribbon, select Macros / View Macros to display the Macros window.

5. Select the Credit Control Mail Merge macro ('Credit_Control_Mail_Merge') and click Run.

   Your selected Client data is merged into a new Word document, which is saved in the folder c:\temp. The document filename includes the merge date and time, e.g. if Star's default Word template CC1.docm is used: 'CC1-Merged-01-06-2015-09-08-05.docm'.