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Articles tagged "merge" returned 2 results.

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Using Word Mail Merge

Word mail merge can be used to create a personalise Outlook email to a group of recipients using a campaign source You can either create a campaign source and export the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create…

Merging Accounts Or Contacts

Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a Target) and include sub items such as Opportunities and Activities. By checking the 'Delete source after merging' checkbox, you will be left with one record…