02-22-2011 09:12 AM
Many of my clients have more than one email address and a good percentage are partners. As a result it is much more efficient to have them included in one Contact record and be able to send the same email to their various email addresses.
Can anyone tell me, how I send the same email to more than one address from the Contact record and when doing a mail merge?
I have been using Act! for years and this limitation has always been time consuming and frustrating. Currently I have to cut and paste the Co-Contact email and place it in Outlook or do a second mail merge for Co-Contacts only when doing a mail merge.
I am using Act! 2011 and Oulook 2007.
Thank you in advance for your assistance.
02-22-2011 10:40 AM
I do it by having a separate, "dummy" Contact containing the extra email address. I set the Company field to read "For Email Only" to keep it separate from the "real" Contact record.
SmithCo, Joe Smith, email@example.com
For Email Only, Joe Smith, firstname.lastname@example.org
Then I set the mail merge to include all of Joe's (or his wife's) various email address which I want to use. For my office we will establish a Group for the particular mail merge which can then be used over and over. It's definitely a work-around but it does work.