1.

Access the Queues > Contact Queues > Contact Queues screen in CIM GOLD. Use the fields on the screen to display the desired queues in the tree view. Select the desired account(s) in the Summary tab list view.

2.

Right-click the selected account(s) and select "Create Sample Merge File" from the pop-up menu, as shown below:

The Create Sample Contact Queue Merge File dialog will appear as shown below:

3.

Using this dialog, select the location to save the merge fields. This file, when created, does not contain personal customer information. It only creates the merge fields needed in creating a merge document in Word.

4.

Open Microsoft® Word® and create the letter. Insert the merge fields where appropriate, as described in the following steps.

5.

Click the Mailings tab, and then click Select Recipients. Select "Use an Existing List" from the list of options (see below).

6.

The Select Data Source dialog box appears. Find the merge fields data file saved in step 4 above. Open the file.

Merge fields can now be inserted into the letter that will match up with CIM GOLD information. The following steps will explain how to insert a merge field. For a list of all possible merge fields and how they match up to fields in CIM GOLD, see Merge Fields in Queues.

7.

Place your cursor where the first merge field will go.

8.

On the Mailings tab, click Insert Merge Fields, and from the list that appears, select the merge field to insert.

9.

The merge field now appears where the cursor was. Continue adding merge fields throughout the document where information from CIM GOLD will be inserted, as seen in the following example (merge fields have a gray background):

10.

Save the Word document. It is recommended you save it with the same name as the contact queue (e.g., Repossession Letter, Insurance Expiration, etc.).

11.

Close the Word file. Merge letters cannot be printed in CIM GOLD if the Word document is open. Now the letter can be combined with actual borrowers' information using CIM GOLD.

12.

From the Contact Queues screen, right-click on the list of contacts displayed on the Summary tab (from step 1 above), as shown in the following example:

13.

Select either Mail Merge > Print or Print From Preview. The Open dialog box is displayed, where the saved letter can be found (as shown below).

If selecting Print Preview, the letter appears in a Word preview screen like the one shown below. From this screen, all the letters selected in the list can be printed, but changes cannot be made from the Print Preview screen.