Merge Activity Records

You can create simple data lists that contain information from the activity records in your Ajera CRM database. Use the merge function to select activity records and then specify the data that you want to view from the selected records. When you complete the merge, Ajera CRM creates a report that shows only the activities and data specified.

Prerequisites: Before you merge records, you must create a merge template in Security Configuration. Use the merge template to specify the types of data that you want to include when you merge records.

To merge activity records, complete the following steps:

1. From the Ajera CRM Navigation menu, click Calendar/Activities > Activity Manager.
2. On the Activity Manager form, use the Activities filter options to display the activities that you want to include in the merge.
3. On the toolbar, click Merge and select one of the following options:

   Option	Description
   Merge Current	This merges data from the activity currently selected in the Activities grid.
   Merge All	This merges data from all the activities displayed in the Activities grid.

4. On the Merging dialog box, click a template in the list to determine the data to merge and the output format of the merged data.
5. Click the Merge button.
6. In the Merged Document Name field on the Merged Document dialog box, enter a name for the merged document and click OK.
7. On the File Download dialog box, select one of the following options:

   Option	Description
   Open this file from its current location	This opens the merge document in Microsoft Word.
   Save this file to disk	This opens a Save As dialog box, which you can use to save the merge document to your computer. The document is saved in Rich Text Format (RTF).

8. Use Microsoft Word to modify or print the merged document.