The following instructions are specific to the creation of a Mail Merge document for use in the Real Estate Manager system, prior knowledge of Microsoft Word® is recommended. MultiArray Pty Ltd does not provide support, or training in the use of Microsoft Word® or its features; Including Auto Text®, other than for its intended use in conjunction with Real Estate Manager.
 

Please see Mail Merge – Introduction for more information before proceeding.

1.       Open Microsoft Word ®, you may access an existing document or create a new document.
 

2.       Create/edit your text as usual, then to insert a merge field; position your cursor where the

merge field is to be inserted.
 

3.       Click on the Insert button, located on the Toolbar.
 

4.       Select MultiArray Field…

5.       The Insert MultiArray Field Active Window will be displayed.
 

6.       Select the appropriate recipient from the Contact Type Drop Down List.
 

7.       The merge fields for the Contact Type selected will be displayed within their category. You may

expand the grid by clicking on the + sign to display all available merge fields. Similarly, to collapse the grid, click on the – sign.
 

8.       Select the relevant field for inclusion.
 

9.       Click on the OK button.
 

10.     Repeat this process until all Mail Merge fields have been inserted into the Document.
 

Note: If your document is to be used for a Standard Activity with an Action Type of Email or Email/Letter then the document must contain the merge field for the email address of the recipient.
 

11.     Click on the File > Save As button and save the document into your nominated Mailmerge

folder with an appropriate file name.
 

The use of some features in formatting such as Change Case for Mail Merge fields cannot be performed using the Format > Font > All Caps facility. Should you intend to change the case you may edit the Mailmerge field by right clicking on it and selecting Edit field… and change the format to Uppercase.
 

Hint: If you wish to create more than one letter at a time for the same Contact Type e.g. Listing Vendor, you may "copy" the address block and any other relevant fields from an existing letter and "paste" them into a new letter. To copy, select the text and press CTRL & C. To paste into a new document, use CTRL & V. OR

This feature allows you to capture & store merge fields for use later.

 

1.       After inserting your Merge Fields into your document.

 

2.       Highlight the Merge Fields & then press Alt & <F3> OR select the Insert button

 

3.       Select Auto Text

 

4.       Select New…

 

5.       Enter a description of these Merge Fields

 

 

1.      Position cursor in document where you want the Auto Text to be placed. Type the description &
         press <F3> or press <Enter> when the auto text prompt appears or :

 

2.      Select the Insert button.

 

3.      Select Auto Text

 

4.      Select Auto Text again

 

5.      Enter the description or use the scroll bar to locate your text.

 

6.      Click on the Insert button