When you want to use the confirmation letter that you composed in Word, ‘Confirmation letter in MS Word’, you can merge these letters with the selection of the participant details that you enter in the screen below, by using the option ‘Confirmations via Word’ in the ‘Reports’ menu.
When you click on confirmation via word the next screen will appear:
The ‘Set up printing Confirmations’ screen provides the possibility to sort and select the participant data. The drop down menu’s ‘Order of records’, ‘Print selection’, ‘Communication’, ‘Payment status’, the option ‘Print from … to and including …’ and ‘Event’, provide the same possibilities as described earlier. Use the check box ‘Print only new and changed status reports’ to indicate that you wish to print out status reports only for new participants and for participants for whom the data has been changed.
Clicking the ‘Merge’ softkey merges the selected data with the confirmation letter in MS Word. Clicking the softkey ‘E-mail via Word’ does the same but also then sends the letter directly to the participants via e-mail. The availability of the ‘E-mail via Word’ softkey is dependent on the choice made for ‘Communication’.