Creating Letter System templates

The Letter System allows you to create and edit letter templates for use with Word's Merge feature. The Letter System integrates Microsoft Word with many areas of iMIS:

• Customers
• Events
• Exposition
• Fundraising
• Certification
• Referrals
• Committees

For best results, customize the templates for your organization. An iMIS administrator can change which iMIS fields are available for use in letter templates. Create the content for each letter template, including the common text, styles, layout, and the fields that best suit each letter or email.

Note: Customers can track Letter System communications as Activity records.

More:
Creating a letter template
Adding a field to a Letter System template
Using Word field switches in Letter System templates