386 Calyx SoftwareReports7 Enter a file name in the Save As dialog box.8 Click Save.The template is stored and is available for future retrieval from the Reports &Marketing tab when the Reports option is selected.Specifying mail merge outputUse Marketing document templates to send the same information to multiple recipientsusing mail merge.To set a report template to output to a mail merge document:Select Use the Result for Mail Merge Marketing Documents.Three options are available in Mail Merge mode:Add Link...Link to an existing mail merge document.Edit Link...Change any information in the mail merge document before linking.UnlinkUnlink a mail merge document.Related informationRefer to the Microsoft Excel documentation for information about howto format an Excel spreadsheet.TipWhen the report is generated for mail merge purposes, selecting theEliminate Duplicates check box can help avoid duplicates.Check whether you want to avoid duplicates of the borrower or co-borrower’s SSN, and whether you want to use the Latest Open Date orLatest Closed Date.All duplicate records are removed except for the one with the latest openor closed date based on your selection.
