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husband and wife contact

New Member
Posts: 1
Country: United States

husband and wife contact

i am trying to set up a mail merge whereby some of my contacts are husband and wife and others are single people.  i am using ACT for Real Estate.  The CSV import which I recieve has a breakdown by husband first name, wife first name, husband last name, wife last name all in separate fields.  I can get the mail merge to work correctly by adding the word "and" between the first and last names,however when the contact is not marrried, the merge comes up as first name and last name ie John and Smith vs John Smith and the Salutation populates as Dear John and ; vs Dear John,
Moderator
Posts: 4,395
Country: USA

Re: husband and wife contact

I don't know of a way to create a template that will do this.  There may be an addon product with this feature.  The only way I know to do this is to add both names to the contact field (e.g.. John and Sue)

 

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