09-15-2009 07:52 AM
We run a financial planning practice and it works better for record keeping purposes to have a couple (John and Mary Smith) as one contact instead of two individual contacts (1. John Smith + 2. Mary Smith). We want to send an email template, but the email wizard only picks up the main email address. Is there a way that the email wizard will email the template to the main contact's address(es) (john@home and john@work) and the spouse's address (mary@home)?
09-16-2009 03:07 PM
Thanks, I had a feeling. If I put both email addresses in the default email field and seperate them with a "," "space", or ";" would that work?
09-17-2009 05:09 PM
The separation will work, with a catch. You have to click in the To: field, and then tab out, which somehow triggers Outlook to recognize more than one address. If you just hit send it does not work.
So, if you are doing this in bulk with email wizards and templates, this may prohibit a smooth operation.
If this is a high need for you, there are plug-ins/add-ons that will do this...
09-19-2009 09:17 AM
I am not familiar with this product, but another consultant sent me this link:
The product is called E-Mail Connect Pro. Good Luck...