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create look up and generate an Excel sheet for sending to a printing service

New Member
Posts: 3
Country: USA

create look up and generate an Excel sheet for sending to a printing service

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