Claims Management Form Letters Tab

Purpose

Use this tab to create mail merge files for use with Microsoft Word.

Fields

Contact – Choose a contact from the drop-down list. The records shown on the Contacts tab will appear in this list.

Vehicle – Choose a vehicle from the drop-down list. The records shown on the Vehicles tab will appear in this list.

Buttons

Create Merge File – Click this button to send the selected data to a mail-merge file. You can then go into Microsoft Word and use this file with mail-merge form letters that you create.