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Mail Merge with either missing firstname or just the 'Initial' of the firstname

Skilled Commentator
Posts: 71
Country: United Kingdom

Mail Merge with either missing firstname or just the 'Initial' of the firstname

Hi

 

I'm stumped on this one:

 

Lets say I have the following contacts in the left hand side column, I'd like a mailmerge with the righthand columns output.

Is such a 'thing' possible within act!

 

 

Bill Smith                                       Dear Bill

Mr John Brown                               Dear John

Mr K. White                                   Dear Mr. White

 

Mrs. Black                                     Dear Mrs. Balck

 

 

 

Copper Contributor
Posts: 38
Country: United Kingdom

Re: Mail Merge with either missing firstname or just the 'Initial' of the firstname

Greetings,

 

I am not entirely sure of what you are trying to ask. It may have something to do with salutation preferences. (Tools>preferences>salutation preferences)

 

If you create a lookup you can use the update salutation field option under tools, and this will change the salutation preferences to what ever you like.

 

Hope this helps.

Skilled Commentator
Posts: 71
Country: United Kingdom

Re: Mail Merge with either missing firstname or just the 'Initial' of the firstname

Hi

 

If a firstname exists, then I would like to have 'Dear Bill', but if no firstname exists, it then merges to Dear Mr. Smith.

 

 

So - some conditional intelligence based on the firstname existing or not.

 

Hope that helps

 

Regards

 

 

Copper Contributor
Posts: 38
Country: United Kingdom

Re: Mail Merge with either missing firstname or just the 'Initial' of the firstname

Greetings,

 

The options you seek are under salutation preferences. I don't think there is a way for ACT to do the actions you are wanting to accomplish though. The merge is dependant on what data you have in the salutation field.