SENDING A LETTER TO THE DEPENDANTS
The mail merge facility can be used to write to the dependants of the outgoing Legatee to advise
them of their new Legatee.
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Right-Click on Find
Click on LegTranDetails
Search for the transfer task using the Reason field
Use the green arrow to use the CRM advanced search function
Click Find to retrieve the list of dependants
Click the Start Mail Merge button
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Type leg into the file field
and click on Filter
Click on Legatee
Transfer.html