Whenever you create a new mail merge template, you must add it to the list of available templates. Once added, users can access the new template and you can configure it as the default template. For more information, refer to General Configuration Lists.
 | Information
You should add combined tax receipt and thank you letter templates to the receipt templates list. |
To configure mail merge templates, complete the following:
- Open the General Configuration application from the AudienceView Desktop.
- Select the Lists tab.
The Lists|Search page appeals.
- Search for and select the appropriate template list, such as the thank you templates or receipt templates lists. For more information, refer to Performing Searches.
The Lists|Basic page appears.
- Optionally, add or remove template file names from this list.
You can do this using the list’s General Configuration application Lists|Entries page.
- Optionally, change the order the template file names appear.
You can do this using the list’s General Configuration application Lists|Basic page.
For more information, refer to General Configuration Lists.