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| Note |
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E-mail Merge Template must already been created. Outgoing Email Settings must already be set. |
How to run an Email Merge
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9. Click Choose File, to attach a file.
10. Click and select a record from the Library module, as needed.
11. Type Internal Comments as needed.
12. Click Next, dialog box opens.
Notice that Mail Preview displays. This shows the number of recipients and other details.
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