Finding Merge Codes to use in a Letter

   (length 06.31 mins)

Finding merge codes to use in a letter.

Quick Notes:

• Print merge code list from (the letter format menu)
• Remember to read the bottom of the merge code list for important information about various merge codes
• Make sure you have created the letter code (system control menu, option letter codes) taking into consideration, if the account is legal, or linked etc, since various merge codes are dependant on how the letter code is setup
• Create a letter with the merge codes that you believe will work (Based on the merge code list.)
• Find a test account that has the fields filled in that you are interested in adding to a letter
• Run a test letter from the letter format menu, option print a letter format (test)

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