Perform a Mail Merge

Content from the Deskflow database can be merged into a single document, or can be merged from a List of People into a document containing separate pages for each person in the list.

To Do a Mail merge:

1.Select a Deskflow view or tab containing the information to be merged.

2.Click the Deskflow Word Mail merge icon.

3.Select a Mail merge template from the library of Word templates.

4.Specify a name for the Merged document.

5.Initiate the Mail merge.

•The SQL query will be archived in the Documents tab or the Document Library.

•The merged document will be automatically linked to one, two or three objects, depending on where the mail merge was initiated.

Rules governing a mail merge are:

Company Merges

•Company mail merge (use query MC01): a single document is created from the Companies > Documents tab.

•Company Current Contacts mail merge (use query MP01): a single document is created from the Companies > Current Contacts tab. Links are created to both the Company and the Contact.

People Merges

•People mail merge (use query MP01): a single document is created from the People > Documents tab. If the Person Type is Candidate, a single link is created for the Person. If the Person Type is Contact, a link is created to both the Person and the Company for whom the person works.

Project Merges

•Project mail merge from Research > File Search tab (use query MS01): a single document is created but is linked 3 ways to the Candidate, Project and Client.

•Project mail merge from Research > Ad Respondents tab (use query MS02): a single document is created but is linked 3 ways to the Candidate, Project and Client.

•Project mail merge from Research > Sources tab (use query MS05): a single document is created but is linked 3 ways to the Candidate, Project and Client.

•Project mail merge from Contact Register tab (use query MS07): a single document is created but is linked 3 ways to the Candidate, Project and Client.

•Project mail merge from Internal Interviews tab (use query MS08): a single document is created but is linked 3 ways to the Candidate, Project and Client. If the Candidate has two internal interviews scheduled, there will be two pages in the mail merged document.

•Project mail merge from Presented tab (use query MS09): a single document is created but is linked 3 ways to the Candidate, Project and Client.

Job Order Merges

•Job Order mail merge from Position view (use query MJ01): a single document is created but is linked 3 ways to the Candidate, Job Order and Client

•Job Order mail merge from Considered tab (use query MJ02): a single document is created but is linked 3 ways to the Candidate, Job Order and Client.

•Job Order mail merge from Applicants tab (use query MJ03): a single document is created but is linked 3 ways to the Candidate, Job Order and Client.

•Job Order mail merge from Interviews tab (use query MJ04): a single document is created but is linked 3 ways to the Candidate, Job Order and Client. If the Candidate has two interviews scheduled, there will be two pages in the mail merged document.

•Job Order mail merge from Presented tab (use query MJ05): a single document is created but is linked 3 ways to the Candidate, Job Order and Client.

•Job Order mail merge from Candidate References section (use query MJ06): a single document is created but is linked 3 ways to the Candidate, Referee and Job Order.

•Job Order mail merge from Client Interviews tab (use query MJ07): a single document is created but is linked 3 ways to the Candidate, Job Order and Client. If the Candidate has two Client interviews scheduled, there will be two pages in the mail merged document.

•Job Order mail merge from Documents tab (use query MJ08): a single document is created but is linked 2 ways to the Job Order and the Client.

To Open a Merged Document:

1.Find the required mail merge document

2.Double-click the document name to open it.