03-31-2010 01:38 PM
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.
03-31-2010 04:17 PM
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....