Email using Mail Merge - Set up preferences http://community.act.com/t5/SHARE-YOUR-IDEAS/Email-using-Mail-Merge-Set-up-preferences/idi-p/54933 <p>I use the mail merge feature to send out and an email to each contact that I add throughout the day.  It is the same every time and I never send it to multiple contacts.  </p><p> </p><p>Here are the steps to do a simple mail merge to a single contact:</p><p> </p><ol><li>Pull down the Write menu</li><li>Choose mail merge</li><li>Choose Email</li><li>Click Next</li><li>Browse to the email that I would like to send</li><li>Click next</li><li>Choose current contact</li><li>Click Next</li><li>Type the subject (even though it doesn't change each time) </li><li>Click Next</li><li>Set the missing email options</li><li>Click next</li><li>Click Finish</li></ol><div>13 STEPS</div><div> </div><div>It would be nice if I could set up preferences for my commonly used mail merges, therefor when I create the mail merge I would set my options once and that is it.</div><div> </div><div>The steps could look like this:</div><div><ol><li>Pull down the Write menu</li><li>Choose Mail Merge</li><li>Choose the file (this page would have a check box that is checked by default signifying that you want to use your predefined settings for this file.  If you uncheck it then you would go through the long setup)</li><li>Click finish</li></ol><div>Seems to be a simple adjustment and would save a lot of clicks.</div></div><div> </div><p> </p> Wed, 30 Sep 2009 14:52:01 GMT davidmj54 2009-09-30T14:52:01Z Email using Mail Merge - Set up preferences http://community.act.com/t5/SHARE-YOUR-IDEAS/Email-using-Mail-Merge-Set-up-preferences/idi-p/54933 <p>I use the mail merge feature to send out and an email to each contact that I add throughout the day.  It is the same every time and I never send it to multiple contacts.  </p><p> </p><p>Here are the steps to do a simple mail merge to a single contact:</p><p> </p><ol><li>Pull down the Write menu</li><li>Choose mail merge</li><li>Choose Email</li><li>Click Next</li><li>Browse to the email that I would like to send</li><li>Click next</li><li>Choose current contact</li><li>Click Next</li><li>Type the subject (even though it doesn't change each time) </li><li>Click Next</li><li>Set the missing email options</li><li>Click next</li><li>Click Finish</li></ol><div>13 STEPS</div><div> </div><div>It would be nice if I could set up preferences for my commonly used mail merges, therefor when I create the mail merge I would set my options once and that is it.</div><div> </div><div>The steps could look like this:</div><div><ol><li>Pull down the Write menu</li><li>Choose Mail Merge</li><li>Choose the file (this page would have a check box that is checked by default signifying that you want to use your predefined settings for this file.  If you uncheck it then you would go through the long setup)</li><li>Click finish</li></ol><div>Seems to be a simple adjustment and would save a lot of clicks.</div></div><div> </div><p> </p> Wed, 30 Sep 2009 14:52:01 GMT http://community.act.com/t5/SHARE-YOUR-IDEAS/Email-using-Mail-Merge-Set-up-preferences/idi-p/54933 davidmj54 2009-09-30T14:52:01Z Re: Email using Mail Merge - Set up preferences http://community.act.com/t5/SHARE-YOUR-IDEAS/Email-using-Mail-Merge-Set-up-preferences/idc-p/57709 <p>It makes sense... also for single emails to current contact like a thank you email template after a call or an order. We built a Profiles function that does this into MergeMaster! for ACT! 5/6</p><p> </p><p>Regards,<br />Mike Lazarus<br />ACT! Evangelist<br />GL Computing, Australia<br /><br />Join the LinkedIN ACT! Fanatics Group - <a href="http://www.linkedin.com/groups?gid=49896" target="_blank">http://www.linkedin.com/groups?gid=49896</a> </p> Tue, 10 Nov 2009 18:50:44 GMT http://community.act.com/t5/SHARE-YOUR-IDEAS/Email-using-Mail-Merge-Set-up-preferences/idc-p/57709 GLComputing 2009-11-10T18:50:44Z