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Simplifying Mail Merge

using Microsoft Word

 

Course Outline  (4 CE Credits)

 MS Outlook Overview

Main Document

Optimizing your Outlook window

Creating Labels & Envelopes

 

Filtering the Data Source by Client fields

What is Mail Merge?

Creating a Main Document Letter

Terminology Overview

Running the Mail Merge

Types of Contact Lists

Customizing the Main Document Letter

Prioritizing Contacts

Printing Options

Maintain Contact history

 

Types of Main Documents

Sample Mail Merge Templates

 

Seasonal Mailing Labels

Creating a Data Source

"Just Listed" Letter

Working within a Table

New Prospect Letter

Adding Field Headers

Consumer Catalog List

Adding Contacts

 

Maintenance of Contact Information

 

Integration into a Main Document

 

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