Understanding Email Merges

You access the Email Merge feature from the Contact or Employee applications. This feature is integrated into the email application, so you set up an email merge on the same form where you enter or modify email messages.

When you set up an email merge, you insert tokens into the email body. These tokens are replaced by the system with information from the Address Book and Who's Who tables. When used in conjunction with the Email Group application, the Email Merge feature enables you to create a single email message that is sent to the individuals and subgroups in the email distribution list. However, if you include a token in the salutation, when the recipient receives the email message it contains the recipient's name instead of "Dear Sir or Madame." You use other tokens for addresses, telephone numbers, or any other information in the Address Book or Who's Who tables.