Configuring Mail Merge

This article will step you through setting up the Mail Merge defaults for addressing your recipients

Finding where to manage  Mail Merge

Click the cog at the top right of your Consultation Manager screen.

Find 'Communications Configuration' from the left-hand side menu.

Adding the default values

You can find this area in the Communications Configuration and add in a 'Default Tag Value' this is the 'Name' that will be used in place of the record not having a FirstName or LastName value.

Once you have entered your desired default values, click 'save' at the top of the column.