Field

Description

In Module

Select the Module you are using from the drop down list

Name?

Select the entities names you want to merge using the Select Entities form

Address Type?

Select the address type you want ot use for the merge document

(Tab Name?)

Filter the relevant data by selecting the data from each of the tabs ending in a '?'

NOTE: the tabs will change depending upon the merge query in each of the categories

Merge the data now...

Click to merge the chosen data with the chosen merge document

I am using Microsoft Word

Select if you are merging your data with a Microsoft word document

Merge the data automatically

Select to have SchoolPRO merge your data automatically without any further prompts

Close the main document after the merge has been performed

Select to close the merge document template when the merge has been completed

Add Category

Click to add a new mail merge category

Delete Category

Click to delete the selected mail merge category

Create a New Merge Document...

Opens Merge Document Wizard to take you through the process of creating a new mail merge document

Done

Close the form and saves the data on the form

See Also

Merge Document Summary - Document Properties tab

Merge Document Summary - Category Properties tab