T
Tim
I am trying to put together a simple mail merge. I select Accounts and
create a marketing strategy that includes 10 accounts.
I then create a new Word document to merge into. Now when I run the Mail
Merge. I only get information about the Account. Not it's primary Business
Contact. So how do I tailor this mailing to the contact of the account?
If I do it by Business Contact, I have no way of gathering the Business
Contacts specific to accounts. So if I have an Account with 10 contacts, I
get all 10 contacts.
Is this not possible? Seems like a pretty basic thing, if you can't do
this, I should probably revert back to Act! that I used in the 90's.
create a marketing strategy that includes 10 accounts.
I then create a new Word document to merge into. Now when I run the Mail
Merge. I only get information about the Account. Not it's primary Business
Contact. So how do I tailor this mailing to the contact of the account?
If I do it by Business Contact, I have no way of gathering the Business
Contacts specific to accounts. So if I have an Account with 10 contacts, I
get all 10 contacts.
Is this not possible? Seems like a pretty basic thing, if you can't do
this, I should probably revert back to Act! that I used in the 90's.