Mail Merge
Use this function to print letters to vendors. The letters themselves are created in the Edit Letters function. Vendor 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 vendor or profile group.
Limit to Category
The letter can be limited to those vendors in the category selected here. Use the Find List to select the category you want to use.
Workmen’s Comp
The letter can be limited to those vendors whose Workmen’s Comp expiration date falls in the date range entered here.
Liability Insurance
The letter can be limited to those vendors whose Liability Insurance expiration date falls within the date range entered here.
Status
The letter can be limited to those vendors with a specific status: Active, No Posting, Inactive.
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