Initially you are presented with your PAMS logon screen, your provided username and password should be entered here to gain access to the system

You are then presented with the main tabs navigation screen. In the basic system this contains; Customers, Mail Merge and Preferences. I shall deal with each of these in turn, starting with the Customers tabs as shown.

Customers In this area you can search for a customer by all or part of its company name or search by some other criteria such as email or phone. Once found the options to view, amend and delete are available.

The other main facility in the customers area is “Add Company”. Please take note of the “Number of Staff” field. This is a dynamically created field, up to nine of these can be specified in the preferences area (please see the Preferences section below).

Mail Merge The images below shows how your customers can be targeted by geographical location and any of the nine available dynamic fields available, in this cased “Number of Staff” a field such as this would give you the ability to target companies based on there size. Dynamic fields are covered in more depth in the “Preferences” section below. After selecting how you wish to filter your customer database the next step is to select which document to merge to, in the case below “document1”. The content of your document can be amended and updated in the “Preferences” area.

Preferences The preferences area contains a tab for each of the areas discussed above, Customers and Mail Merge.

Preferences - Customers This is where the previously discussed “Dynamic fields” are created. Each of the nine fields can be implemented by simply selecting a field, renaming it to something logical, in this case “Number Of Staff”, then adding values that can be selected; 1-5, 5-10 and 10+. Upon completion of this straight forward process the new field automatically appears in the Customers area and in the Mail Merge area.

Preferences – Mail Merge Also as previously discussed, this is the area where mail merge letters can be created and amended. As shown below, any mail merges carried out using Document1 will be merged using this template. To amend the template simply type the changes and click amend.