Starting the Merge Process

You can initiate the merge process from various locations in the software.

You can access the merge process from the following functions:

Letter expert templates
Selected records
Batched records
Reports
Contact Expert

Related Topics

Starting the Merge Process from Letter Expert Templates

Starting the Merge Process from Records

Starting the Merge Process from Batched Records

Starting the Merge Process from Reports

Starting the Merge Process from the Contact Expert