Print Mailings
How To Insert Mail Merge Codes
Step 1: Open Sumac, and click “Contacts” in the console Step 2: Under “Mailing”, click “Mail Merge Codes” Step 3: Choose the record type, and then the field you want to insert Step 4: Copy the code that appears Step 5: Paste the code into your ...
How to create Labels and Envelopes
In this how-to article, we'll learn how to create mailing labels. In the Contacts area, create a list of contacts who should receive the mailing using the search criteria at the top, and expand Mailing > Labels/Envelopes. Click All to select the ...
How to make a Print Template
In order to create personalized letters in Sumac, you need to create a template. The first step is to draft the text. It is just a text file so there is no need for special formatting. Select the whole document and copy it to the clipboard. Next, ...
How do I remove countries from addresses when doing mail merge and generating labels?
First, tell Sumac which country to remove. You do this by ensuring that the country in your Office record is correct. Your Sumac Administrator can navigate to Utilities > Customize Database > Offices,and put the correct country in the default office ...
My .rtf or .docx template is not working. What’s wrong?
Here are some problems that may arise when doing mail merge using an .rtf or .docx template: If Sumac complains about a formula, inside angle brackets <<…>>, but the formula works fine in Sumac’s Make Template window, or when you use it in a ...
How does Sumac choose a contact's preferred address?
In every contact record, Sumac has space for three types of addresses: Residence Address, Business Address and Vacation Address. Based on the details gathered for each of these addresses, Sumac can also determine which address is the contact’s ...