How to print mail merge letters for certain clients

The mail merge feature is a method with which to create an electronic address list of certain clients. This list is used to print documents addressed to these clients or address labels for these clients. There are a number of options available. You can use this as a marketing tool for sending information documents and advertisements to certain clients.

You can create mail merge files for the following options:

• All
  ALL the clients

• Arrears
  Clients with an outstanding balance in a particular age group e.g. current, 30 days, 60 days, 90 days and 120 days.

• Re-calls
  Patients that were identified to get a particular letter at a certain date e.g. a spay reminder when the bitch turns 6 months. Fill in the re-call type, start and end dates.
  Also see How to add a patient

• Last before
  Clients that have not visited the practice since a specified date. The program searches for transaction dates that were done BEFORE the specified date.

• After last
  Clients that visited the practice after a specified date. The program searches for transaction dates that were done AFTER the specified date.

• By address
  Clients that live in a particular area. Fill in the area name or postal code. The program searches through all the client addresses to match the specified area or postal code.

• By code
  Clients that have a certain client code.
  Also see How to add a client

• By breed
  Clients that own a certain breed of animal. You can specify the gender and maximum age.
  Also see How to add a patient

How to create a merge file

Click on CLIENTS on the main menu
Click on MAIL MERGE
Give the merge file a unique name (Do not add file extensions)
Tick the PRINT ADDRESS LABELS box, if you only want to print address labels and not documents.
Select the required option
Click on OK
A merge file is created and stored in your MFW5 directory as a YourFileName.mrg
You can use this file to create a merge document in Microvet or use a word processing program like MS Word which has more formatting features.

How to create a merge document in Microvet

Click on SYSTEM on the main menu
Click on DOCUMENTS
Click on ADD DOCUMENT
Give the document a name and type in the text

Fill in the merge file name (Remember to add .mrg to the file name)
Click on MERGE
Click on PRINT

How to create a MS Word merge document