There are a couple of ways to use these mail merge reports. The most common is for them to be assigned to a mailout Correspondence Definition. To do this, from the Misc/Setup pull-down menu, choose Correspondence Definitions. Then select from the list of already defined mailouts or add a new one you want to use.
On the right, go to the Mailout/Correspondence tab. There is a checkbox there labeled Is this a Mailout? and so you want to check that box. There is another checkbox there labeled Use Report instead of Word Doc? and you want to check that box to use one of the Mail Merge Reports. Then the drop-down box right under that labeled "Report to use for Mail Merge" will have the list of available Mail Merge Reports to choose from. Choose the one you want from the list.
Then whenever you assign this mailout/correspondence to be sent to a client (either by adding it on the Mailouts tab of the Contact Information screen or by it getting added through use of a Marketing Funnel), this is the Mail Merge Report that will be used when you create the mailout on the Calls and Mailouts screen.
NOTE: In order for a mail merge report to be listed as on option for a mailout on the Correspondence Definitions screen, it must be listed in the Mail Merge Reports category folder on the Reports screen.
Also, since these Mail Merge Reports are reports with a criteria screen like any other report, you can create the mail merged documents (whether it is labels, envelopes, postcards, or letters) right on the Reports screen by double-clicking on the Mail Merge Report you want to use, and setting the report Criteria to include the list of clients you want to create the documents for. Then click Preview and you will have the results that you can print.
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