Custom Tables

Here are some screen photos to help show your staff how to use the Custom Table Email/Word Merge feature.

1. Go to the Contact, and select the custom tab
2. Right click on the record
3. Select Merge To, Word
4. Select the form (YourDocument.a4tpl)
5. Filename: Temp.doc
6. "Do you want to replace it?" Yes
7. View in Word, then Print