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Loyal Listener
Posts: 13
Registered: ‎03-31-2009

Mail Merge Letter Template to Primary Contacts Only

I searched for this, but didn't find a definitive answer.  We have a group that is looking at about 1,500 account records.  In the layout and criteria,I ask it to look only at the primary contact. 

 

However, when we do a letter mail merge via the templates, it wants to pull in all contacts per account, and send each account record 1 or more letters.  Is there a check box or something quick to pick to stop this?  I naively thought that it would create one letter per contact as shown in the group. 

 

Any tips or tricks or thoughts would be helpful.

 

 

Sheryl Jackson
Director of Information Services
Washington Restaurant Associaton
Sage Saleslogix Lan Client/ MAS 90
Nickel Contributor
Posts: 56
Registered: ‎03-26-2009

Re: Mail Merge Letter Template to Primary Contacts Only

Create a contact group based on the Account attributes. If you look in the file structure tree - you should see Account under Contact.

Set your selection criteria to include the Contact Atrribute IsPrimary = 'T'.

 

Then you can run a Contact level merge with the results you are looking for....

 

HTH

 

ws