HearAid Version 5.0

Mail-Merge

Mail-Merge

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Mail-Merge

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Mail-merging is a powerful way to contact some or all of the clients in the database. Mail-merging can be used to

Create Mailing Labels and/or
Generate Form Letters

Form letters can be either e-mailed (if clients' e-mail addresses are recorded in Client Details) or printed out and posted. The templates provided with HearAid 5.0 will automatically print addresses in a position where it is a simple matter to fold and place in window-face envelopes.

HearAid 5.0 offers several ways of performing mail merges, some more flexible and powerful than others:

 

Select Quick Reports|Mail Merge from the main toolbar

Select the type of merge you want to perform
Select the merge letter from the list

 

QuickMail

Select Database|Explorer from the Program Navigator

Click on the Mail Merge folder on the Explorer folder tree
Double-click the template you want to use
You can create as many templates as you like using the Report Wizard
When creating your own template you can use the existing templates as a guide

 

ExplorerTree

Select Database|Query from the Program Navigator (most powerful and flexible)

Create a Query using SQL to select the clients you want. The query must include at least the following fields in the SELECT clause:
 

CLIENTS.CLIENT_PK,

CLIENTS.ADDRESS_LINE_1,

CLIENTS.ADDRESS_LINE_2,

CLIENTS.CITY,

CLIENTS.POSTCODE,

CLIENTS.EMAIL_ADDRESS,

CLIENTS.ADDRESS_NAME,

CLIENTS.TITLE_NAME

 

(There is a basic SQL script in the ..\HearSoft\HearAid 5.0\Reports\Mail Merge folder called "Mail Merge Template.sql" which can be used as a starting point)

 

Execute the query
Click on the down-arrow on the right of the Mail Merge button
Select the type of merge you want to perform
Select the merge letter from the list

QueryMailMergeMenu