Single Letter Merge

When generating a single letter merge under Account, Contact, Booking, or Activity, a document that is automatically named by OPERA is created. Upon returning to the Attachment screen, the user is asked to save the merged document as an attachment. Select Yes to attach the document and an activity is created for the block. Since the document has been created for the activity, the same document can now be viewed in related Accounts, Contacts, and Activities. Additionally, a correspondence activity is created  for the same record, in order to keep track of the date, time, and other details of the single letter merge.

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