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Using the Context Menu during a Merge

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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.
Patron Opens the patron record of the selected letter recipient.

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.