dianemarie
Instructor
Hello, we are using AccPac CRM ver 5.6. We create a lot of targeted lists and then export the information into Excel for doing a mail merge with a Word document. We would like to use AccPac to create the mail merge and bypass exporting to Excel, and have a record of the document attached to each person the letter was sent to (either in the library or communications, I'm not sure where it goes). I'm having a hard time finding information on how to accomplish this. Can anyone direct me to a freebie web site or something? I'd appreciate any advice. We have just implemented AccPac and I am on a learning curve. Thank you.