Mail Merge
see How to PDF document #291 Mail Merge.
Use this function to print letters to tenants. The letters themselves are created in the Edit Letters function. Tenant letters can be compiled and exported to a merge document in Microsoft Word.
Letter
Select the letter you wish to use from the Find List.
Letter Date
Enter the date you wish to use in the body of the letter as a text substitution.
Restrict to
The letter can be limited to a specific tenant or profile list by selecting from the Find List.
Limit to Category
The letter can be limited to those tenants in the category selected here. Use the Find List to select the category you want to use.
Lease Expires
The letter can be limited to those tenants whose lease expiration (in Tenant Profile) fall within the range of dates entered here.
Move In
The letter can be limited to those tenants whose move in dates (in Tenant Profile) fall within the range of dates entered here.
Move Out
The letter can be limited to those tenants whose move out dates (in Tenant Profile) fall within the range of dates entered here.
Status
The letter can be limited to those tenants with a specific status: Current, Future or Past.
Limit to Balance
Using the three fields you can create any combination of the following:
Field 1 Field 2 Amount
Balance Equal to any dollar amount
Unpaid Charges Not equal to
Advances Less than
Open Credits Less than or equal to
Deposits Greater than
Greater than or equal to
Use the Find List to select your choice. If these fields are left blank the tenant’s balance will not be considered.
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