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ACT 2010

New Member
Posts: 1
Country: United States

ACT 2010

I'm trying to send an email merge to multiple Groups.  Any suggestions appreciated.

Thanks,

Tom Wharton

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT 2010

Hello Lifocus,

Welcome to the Act! Online Community!

 

There currently isn't a function to allow you to select multiple Groups/Companies for a mail merge.  You may want to submit this as a feature request using the Share Your Ideas board.

 

Possible work-arounds would include:

- create a new Group with criteria that would pull the contacts contained in the other Groups (but you may have criteria that negates each other)

- update the Group contacts with a specific value in an unused field, then perform a Lookup for that field/value. 

* Right click on Group > Create Lookup > on Contact List view > select Edit > Replace Field > enter desired value for unused field (ex: User Field 10).  The Replace Field command will update all contacts currently included in the Contact List.  This would have to be done for each Group you wish to include in the merge.  Perform Lookup on that field/value and mail merge using option 'Current Lookup'.

 

Note: It is highly recommended that you create a backup of your database prior to making mass changes (File > Backup > Database).

Greg Martin
Sage