1. Create a new Bulk Merge (Documents > Mail Merge > Bulk Merge > select Email Output)
2. The user selects Customer as Group Type.
3. Message subtab > enters Subject and select Email Template.
4. Do not check the Update checkbox.
5. Customize the Email Template (add/change the text).
6. Click Send&Merge button.
- The customized Email Template is sent to the group of recipients.
- The customized Email Template is displayed under the Email Template within the Bulk Merge subtab of the Static or Dynamic Customer group.
- The customized Email Template shows under Documents > Mail Merge > Bulk Merge > Merge History.
In case the Update checkbox is checked (Documents > Mail Merge > Bulk Merge > select Email Output > Message subtab), the Email Template is updated after the Bulk Merge is sent. Then it is possible to see under Customer Record the updated Email Template.
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