04-26-2017 06:45 AM
Is there an easy way without deleting or moving a contract to not have that contact be included in a mail merge?
I.e. Let's say that I send out a mail merge to 100 contacts and I get a reply asking me to not send this one contact any more info via post but he may be interested in many product further down the line. In which case I don't want to delete the contract entirely just miss him from future mail merges.
What's the best way of doing this? Would be ideal if there was a check box that I could tick which would exclude that contact from future mail merges.
04-26-2017 09:27 AM
04-26-2017 04:37 PM
04-27-2017 02:50 AM
What I believe you would be looking for is a Group using dynamic membership. and adding a tick box to your contact layout (IE: Do not email)
what you would be able to do is create a group using the criteria of Postal code and on contacts that the do not email field is unticked.
Doing this would exclude any contacts that have this option selected allowing you to keep the look up for future use.
I have attached articles which help in going through this process.