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Help > MAIL MERGE > Templates > Mail Merge Wizard > Step 1 – Define Template to be Sent > Step 2 – Define Recipient Listing
Step 2 – Define Recipient Listing

The next step in the process is to define the Recipient Listing that you wish to send the Mail Merge to. This will be dependent on the Profile Type you selected on the first page of the wizard. For example, if you selected Carer, you will be presented with a list of All Active Carers in the Recipient Listing. You can then select the particular Carers you wish to send the Mail Merge to by checking the checkbox beside their name. You can also use the wide range of search options on this screen to refine your search, as shown below: