10-26-2012 03:31 PM
I would like to send a letter to a Company,not a contact. When I use mail merge it opens letters for every contact in the firm. I only want it to go to the Company name. Is this possible?? Thanks
10-27-2012 05:32 PM
Mail merge in ACT is contact centric, meaning it only merges to contact fields. Your best bed would be to create a company contact record, look up just those and do your merge.