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 Author  Thread: Add Account email to Mail Merge
SLX_Novice
Posts: 246
 
Add Account email to Mail MergeYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Mar 12 1:39 PM
fiogf49gjkf0d

Hi all.


We have SLX LAN v7.2.1.


We are running into an issue where we have some accounts that do not have a contact with an email. Some of our accounts only have a general email (i.e. sales@mycompany.com), the problem is that the mail merge tool in SalesLogix will only send to contacts.


Is there a way around this. Where we can still use the mail merge tool for account emails.


Thank you in advance!

[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: Add Account email to Mail MergeYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Mar 12 2:44 PM
fiogf49gjkf0d

1. you need a contact. whether it's FirstName Un and last name Known is up to you.


2. This Contact's Email can be anything you want it to be, including the Account's general email address.


3. In Mail Merge, the only field used is the Contact's Email, let me know if you don't fully understand that.....the operative word is ONLY.


4. A typical strategy is to place the Contact's Email into a temporary field (UserField1?), then place the desired Email (SecondaryEmail?) into Contact.Email, do the email merge, then bring the temporary field value back into Contact Email.

[Reply][Quote]
SLX_Novice
Posts: 246
 
Re: Add Account email to Mail MergeYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Mar 12 2:49 PM
fiogf49gjkf0d

Thank you.

[Reply][Quote]
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