CCH Mail Merge
CCH Mail Merge is a feature which enables the user to create template letter and emails combining fields of CCH Central database in order to produce letters to various clients or contacts or send out emails (with the possibility of attaching files to it) to various clients or contacts in a single process using the CCH Mail Merge Wizard.
- Setting up email types
- Create and Edit Templates
- Selecting Contacts and Clients before running the Mail Merge
- Mail Merge Wizard for Letters
- Mail Merge Wizard for Emails
- Mail Merge Wizard for CCH OneClick - using Query
- Adding tables to templates
- Email Tracking Setup
- Permissions for Send on Behalf in Outlook
- Sending Email Notifications
- SMTP Mail Protocol