This gives you access to mass mailings from mail merges. A mailing may either be a printed mailing, an e-mail mailing, or both.
The top of the mailings area contains some buttons that are used for the underlying screens. These buttons are:
Close. This will completely close out of mailings.
Save. This is used to save the data on the screen currently being edited.
Abort. This will cancel the changes you are currently making and revert back to the pre-edited data.
The right side of the screen consists of a retracting panel that is used to select the desired mailings screen. Use the bright fuschia vertical bar to open and close this panel.
Screens are grouped by function and are controlled by security as to whether or not you can access them and/or edit them.
Maintenance: Allows the creation and editing of mailing templates. All templates are HTML.
Create Merge: Walks you through creating a mail merge from a print queue entry.
Not Sent: Merges that have not yet been sent as e-mails.
Sent: Merges which have been sent as e-mails.
Data Screen Area
The area to the left of menu panel is where the data will be displayed for the mailings screen selected.
Each data screen will have its own button bar which will contain the name of the screen. Any special buttons associated with that data screen will usually appear on that bar. If a screen is subdivided into tabbed pages, it is quite possible that each tabbed page would have its own button bar.
What Data is Included in Mailings
Mailings are created from combining a mailing template to a print queue entry. You will be able to control what is included in the resulting merge, based on whether the customer/deal has an e-mail address or not. If a customer is not marked to be included in a mailing (on the Account - Overall screen), then any mailing for that customer cannot be e-mailed. It can still be printed, but not e-mailed. Each deal can override the e-mail address on the Deal - Overall screen. If the deal's include box is not checked, then any mailing for that deal cannot be e-mailed.
You can have a contact history record created for whenever a mailing is either printed or e-mailed, or both. Printed entires will create a 10100 event code, and e-mailed entries will create a 10200 code. When you create the mailing template, click on the Margins & Contact History button to create the settings for writing contact history.