Mail Merging with MS Word
...ders that categorize the types of mailout. EXAMPLE: Creating you..., then any of the reminder letter documents. Do not choose the CHO...y/text of the document, or in the merge fields that are a part of t...
- Using Mail Merge Reports
...are a couple of ways to use these mail merge reports. The most com...t, you can create the mail merged documents (whether it is labels, ...
- Correspondence Definition Setup
...escriptions for correspondence or mailouts that you wish to send on...ne of these reports for your mail merge document if you can since M... and it is a faster to create the documents when a Report is used i...
- Can Camelot perform a Mail Merge with Publisher?
Camelot is designed to perform mail merging either within the software using a Mail Merge Report, or...rd 97 or higher only. There is no automated mail merge connection with any other program.However, u...
- How do I customize a Mail Merge Report?
As with customizing any report, we recommend that you make a copy ...ere is the ability to insert your mail merge fields. Most of the l...
- The Basic Marketing Funnel (Marketing Funnel Example)
...t marked to be ignored when doing mailouts (Don't Mail box on their...for you, along with the necessary merge fields in the mail merge do...
- When printing mailing labels, part of the left character is getting cut off
To fix this problem, you need to customize the Mail Merge Report for the label you are using, and move the boxes to the right slightly to account for the misalignment.1. Choose Reports from Camelot's ...
- Customizing Label Layouts
...en close the Report Designer with the X at the upper right, and say Yes to save changes. keywords: customizing labels, avery labels, new avery label, different avery label, custom labels
- Printing Mailing Labels
To print mailing labels in Camelot: 1. From the main menu navigator screen, click on Reports 2. Double-click on the report category folder in the list there named "Mail Merge Reports" 3. The most c...
- How to Implement a Demographics Tracking System
...Merge menu in Word turn them into mail-merge documents. Transformin...
- Having problems merging with MS Word
...et an error message when you attempt to perform a mail merge that says something like "Cannot find a...
- Troubleshooting - When I select a mailout and click Create Now, nothing happens
If you cannot get a mailout to create for you, the problem could be caused by a number of different ...your problem. You will need to recreate the mail merge report, or if it is one of the letters that ...
- How do I merge duplicate client records?
If you happen to find that you have the same client record entered twice, then you can merge the two records without losing any history from either by simply right-clicking on the row that you want t...
- Mailouts tab (Contact Info Screen)
...ts tab of the Contact Information screen is where you add Mailouts to send to a client, and see the mailouts that have been sent. Your mailout description comes from the list of Correspondence Defini...
- What is Mail Merging?
Mail Merging is the term used to describe the process of taking a particular letter and sending it to a list of people, where there are certain parts of each letter that are unique to the person(s) i...
- Email SMTP Setup
In order to send emails from within Camelot, you must be able to use an SMTP connection. Most ISPs (Internet Service Providers) use this method for sending emails, but some do not. If you do not kno...
- Copying a Form Layout
...w copied form. keywords: copy form, copying form layout, copying form, form save as, saving a form, customizing form, customizing form layout, form layout won't work, form layout is blank, form layout...
- Customizing your Schedule Printout (Route Sheets)
...fault Route Sheet Report, where you will now choose “MySchedule” instead of Schedule. keywords: customizing schedule, customizing route sheet, customizing route sheets, custom schedule, changing t...
- Address / Phone Numbers Tab (Contact Info Screen)
...he Address/Phones tab.
The Mailing/Billing Address fields are the main address where you send mail or invoice the client (Bill To address). Often for a residential client this will also be thei...
- Marketing - Funnel Details
...criteria used to determine who is to receive that mailout. On the Marketing Funnels screen, as you ...u have chosen in case you need to change the mail merge document path and name for it. When you c...