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Using the Context Menu during a Merge

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Wed, 03/04/2009 - 16:36 — AMSAdmin

The Context Menu is available by right-clicking in the Merge Letter window. This menu gives the user access to additional operations that can be performed prior to the merge.

Preferences
Allows access to window Preference options.
Change Action
Allows access to the Action sub-menu. See below for more information on this menu.
Change Letter
Will display a sub-menu of all letters available in the system. Allows for changing the letter being sent to the selected patron.
Customize Letter
Allows the selected letter to be customized. A letter is customized to an individual patron and will not affect other patrons in the same merge.
Preview
Previews the selected letter with all fields filled. The letter can also be customized from this view.
Remove
Removes the letter from the merge operation.
Print/Email now
Immediately prints or emails the letter based on the icon in the status column of the Merge Letter window.

Change Action Menu

Default
Leaves the status of the letter as the default action in the Merge Letter window.
Print
Changes the status of the letter in the Merge Letter window as marked for printing.
Email
Changes the status of the letter in the Merge Letter window as marked for emailing.