The Merging Document/Contacts Wizard

View - Document - New document

You can create documents that can be linked to one or more contacts. Contacts can be linked in two ways: Either add one or more contacts manually under the Contacts tab before clicking Create/merge in the New document window or add contacts using the wizard that opens once you click Create/merge. The program detects whether contacts have been added when you click this button.

The wizard assists with linking to save time when the document is to have several contacts. You can make rapid selections from contacts, such as for a specific line of business or a specific category. If only a few contacts are to be added, it might be simplest to link these manually under the Contacts tab. When the document has been created, it will be available under the Documents tab for every linked contact.

Note! It is possible to link contacts and contact persons once the document has been created, but a message will then be displayed stating that the document has already been created and that new contact information will not be merged into the document.

Wizard for creating a document linked to contacts

Select View - Document and click New document.
Complete the fields. See New document for more information about the respective fields.
Select a suitable document template. A document template will either have a merging basis for Contact or Employee, or no merging basis. Select a document template with a Contact merging basis. Incidentally, you can also personally set up a New document template.
Click Create/merge.
The program checks whether you have already linked contacts under the Contacts tab. If so, the document is created.
If the Contacts (or Employee) tab is empty, you can now choose whether to link to one or more contacts. Do this in the following manner:

For one contact:

Click One contact
Select one contact and any contact person and click OK.
The document is now created in the program you have selected, e.g. Word.
Edit the document as desired.
Save and close the document.

For several contacts:

Select More than one contact and click Next. A selection window opens.
Adjust the selection if required. See more about this in Selection.
Click OK. The Selecting contacts window opens.
Edit the selection manually as required, to add or remove individual contacts. Click Complete.
The document is now created in the program you have selected, e.g. Word.
Edit the document as desired. To merge the fields (i.e. to show contacts’ details such as name and address) click the ABC button in the toolbar (View Merged Data).
Save and close the document.

The Contacts tab will be updated with the contacts and possibly contact persons, if you specified them, for which the document has been created.