07-26-2011 06:40 AM
I was wondering if anyone could help please.
I have some customers who have personal emails as well as work ones. I use the normal "email" and "personal email" fields.
The problem I am having is that when I do a mail merge it automatically picks the "email". Sometimes I need it to go to the "personal email".
I am using Sage Act 2011 and MS Outlook 2007. I use Outlook as my editor.
Many thanks in advance.
07-26-2011 06:45 AM
The standard mail merge only looks to the primary email field although I believe there are a coupl of addons whihc may give you this capability.
The only other choice would be to export the personal email address to Excel and then do the merge to Outlook via that method
07-26-2011 07:25 AM
Not sure of whihc one it was but you could try first www.actaddons.com or also send them an email if you are not able to find it on the site.
07-27-2011 07:00 PM
I create duplicate "For Email Only" contacts and create a custom field to aid in creating a lookup.
For example, the field could be a checkbox and labeled Personal Email List. Check it for the contact which holds that email address. Then Lookup for everyone who has Personal Email List checked and run the mail merge against the lookup result.