Manage Correspondence

On the Manage Correspondence page, you can view and manage the correspondence processes and codes in your database. To access the Manage Correspondence page, from Marketing and Communications, select Manage correspondence. To help you navigate through this information, the Manage Correspondence page contains multiple tabs.

From the Manage Correspondence page, you can also generate header files for Microsoft Word documents that include merge fields and are associated with your correspondence. With the header files, the program can export the selected data fields and merge them with the merge fields in the Word documents when you generate the correspondence output.

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