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KB Home / Practice Manager / How do I add a familiar salutation to Mail Merge letters?

How do I add a familiar salutation to Mail Merge letters?

Article ID: 2339
Last updated: 23 Oct, 2019

It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on.

To add a friendly salutation to a new or existing client, go to the Personal Information screen and enter the salutation in the Friendly Salutation field.

Article ID: 2339
Last updated: 23 Oct, 2019
Revision: 6
Views: 1766
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