A
Andy.defilippo
I am trying to do a mail merge from BCM and am having difficulties.
Here is my problem. I am trying to create a marketing campaign. To
get the correct list of contacts to send the letter to, I need to
filter the accounts. When I get to the point to do the mail merge, I
don't get the contact name associated to the account, I get the
account customer name. Therefore, when I do the merge, I get the
account customer name, not the contact name in my document. How do I
get the contact name when I want to filter by account? This seems to
be quite basic yet it doesn't appear to be possible.
Here is my problem. I am trying to create a marketing campaign. To
get the correct list of contacts to send the letter to, I need to
filter the accounts. When I get to the point to do the mail merge, I
don't get the contact name associated to the account, I get the
account customer name. Therefore, when I do the merge, I get the
account customer name, not the contact name in my document. How do I
get the contact name when I want to filter by account? This seems to
be quite basic yet it doesn't appear to be possible.