Print All Letters from Bulk Merge in One File

Create a saved search for the fields used in the Letter merge. Then perform an actual merge on Microsoft word. It will return with a single file for easy printing.

Sample fields in the Letter Merge : Company name, address and phone number.

First part is to create the search.

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Customer.

3. Specify fields in the Criteria tab > Summary subtab to narrow down search result.

4. Add required field in the Results tab > Columns subtab (e.g. Company Name, Address and Phone)

5. Click Preview.

6. Click Export - CSV.

7. Save the file (e.g. Test company.csv).

Second part is to merge the letter (using MS Word).

1. Open a new blank document in MSWord (2003).

2. Navigate to Tools > Letters and Mailings > Mail Merge > Click Step by Step Mail Merge Wizard.

3. The Mail Merge Wizard opens in a new window or beside your document.

4. In Step 1 of 6, select Letters, and click Next: Starting Document.

5. In Step 2 of 6, select Use the Current document, and click Next: Select Recipients.

6. In Step 3 of 6, select Use an existing list.

7. Click Browse. If there is no Browse link, click Select a different list.

8. In the Select Data Source Window, locate the data source file on your computer – this is the CSV file earlier (Test company.CSV) .

9. Click Open.

10. If a File Conversion window opens, accept Windows (Default) text encoding, and click OK.

11. In the Mail Merge wizard, click Next: Write the letter.

12. Enter the text for the template in the document.

13. To insert a field from NetSuite, click More Items field.

14. Select the field to include then click Insert.

15. For a complete list of these tags and their corresponding fields, see CRMSDK Tags.

16. Click Next: Preview your letters.

17. Click Next:Complete the Merge.

Note:  Enhancement 79593 has been filed to have the ability to combine all merge documents into a single Word file so they are easily printable.