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The Finance Shop
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Product details

Please choose one of the links below to find out more about just some of The Finance Shop's many features;

Clients & contracts CD
Finance spplications
Reporting
Mail merge
Email
SmartLodge
Security
Multiple companies
Tiered broker management
Volume brokerage
Technical details
 
 

Mail merge/export

Fully integrated mail merge functionality with Microsoft Word.

Includes numerous standard business letters.

Letters, labels, and entire marketing campaigns can be created within TFS.

Mail Merge actions are automatically added to the client’s comment history.

Mail Merge logging ensures a client does not receive the same letter twice.

Export TFS data in several formats for use in third party applications.

workflow

Download The Finance Shop brochure.