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KB Home / Practice Manager / How do I generate a mail merge letter for a single client?

How do I generate a mail merge letter for a single client?

Article ID: 3237
Last updated: 04 Apr, 2023

Within Practice Manager you can send Mail Merge letters to single clients.

  1. In Practice Manager right-click on the client.
  2. Select Send Letter.

The Send Letter dialog is displayed.

  1. Select the required letter and click Send.

The letter is then opened in MS Word and the message 'Mail Merge Letter was generated successfully' is displayed in TaxCalc.

From here you can select 'Add a Mail Merge generated event for the selected client to Communications Activity within the client record'.

  1. Click OK.

Now you can see that the Mail Merge has been generated for this client within the client record.

Article ID: 3237
Last updated: 04 Apr, 2023
Revision: 2
Views: 345
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