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  3. Mail Merge

Mail Merge

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  • List of Mail Merge / Custom View Fields
  • How to set up SMS Templates
  • Document Templates (Setup 'Centralized' Templates for Multiple Branches / Regions)
  • Sending SMS in Bulk
  • Palace Liquid: How to create labels in Word (by exporting a list of owners from Palace)
  • Bulk Mail Merge - Running A Bulk Email or Print Merge
  • How to use templates to send a single letter/email
  • Setting up a new Document Template
  • Deleting and Adding merge fields into Document Templates
  • Adding a Letterhead or Logo to a Document Template
  • How do I export information to Excel or Word

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