Mail Merge

Using the mail merge program, you can set up letters and documents that record details can automatically be inserted into. This includes being able to insert any of the user-defined custom fields, or stock items if Cream is linked to our accounting software.

This allows you to include information about a customer when you write to them. For example, a garage uses this to notify car owners when their MOT tests are due, or it can be used to tell customers about new or discounted products that are related to ones they have previously purchased.

Individual letters can be printed from the main details tab when a record is selected or using the Custom Report Generator, any number of records that result from a report can be merged.

When the documents have been printed, a short-cut to it is inserted into the history of that record, while a read-only copy of the document is saved to an archive file. The results of the report are saved and so can be used to printed labels or additional letters at any time.

Mailing labels can also be printed using the mail merge system, either separately or along side the printing of documents.

Mail Merge also comes with a spell checking facility, with a customisable English dictionary containing over 85'000 words.