09-12-2014 12:52 PM
Would like to have a smart task run to find contacts where a designated field has not changed since a pre-determined time that would create an excel sheet with pre-defined contact data fields, attaches to an email that includes the letter that I want to be the basis of a merge so it can be sent out to a printing service.
Currently it has to be done manually and since a contact list view cannot be saved for excel export there are many opportunities for mistakes. Any suggestions? Thanks