Introduction

The Mail Merge feature of Real Estate Manager allows you to utilise Microsoft Word® to generate letters, envelopes or mailing labels to any contact within the 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.
 

Mail Merge documents are created in Microsoft Word® and then accessed from the Real Estate Manger system. You may use most of the features available in Microsoft Word® for formatting text, inserting picture files, objects and signatures. Pictures may be inserted into a Mail Merge prior to merging or after merging, but cannot be merged in the same fashion as a text field.
 

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.

Before saving your document/s, it is suggested you create a separate folder to store these documents into, preferably on a server or a network shared computer that each staff member can access. It is recommended that the folder name be called REM Mailmerge that include sub folders for Contacts, Appraisals, Listings, Contracts, Properties and Buyers.

Please note that because your Mail Merge documents are stored locally on your network, should you attempt to Mail Merge away from your office, i.e.: on your laptop, a copy of these documents will need to be copied to your machine. Should you intend to run your daily Mail Merge documents away from the office, then the pathname you selected in the Administration > Standard Activity plays a large role in the location of the documents.

Note: The location of Mail Merge documents is found by the process below:

1.       If a full path to a document i.e. S:\REM Mailmerge\Listings\list_thanks.doc is on the task

then this path will be used otherwise,

 

2.       If only Listings\list_thanks.doc is entered; the system will look to the ‘mail merge

documents folder’ path that is entered in the Administration > Setup Tables > Setup Options area to locate the document/s required otherwise,

 

3.       If the path that is setup in the ‘mail merge documents folder’ in Administration > Setup

Tables > Setup Options can’t be found on the user’s network, the system will look in the Shared Documents folder on the local machine otherwise,

 

4.       If the documents aren’t found in this folder, the system will look in the user’s My

Documents folder.

 

If the document/s cannot be found in any of the 4 above then the Task will fail to be merged and will appear in the Failed area on the last page of the Wizard. This area will explain the reason for the failure.