Group contacts in BCM 2007 for mail merge


P

Pod

Im new to BCM 2007. I need to do mail shots (in Word) to different groups of
customers ie painters, electricians, accountants etc. How do i mail merge to
just one of these groups? Do i allocate a contact/company to a group? or is
this where categorizes are used? (can i do this on mass) Or do i need to add
an extra field in the contact data? Ive looked at the mail merge process but
at the moment can only see that i have to scroll down over 1000 contacts
ticking or unticking those required, there MUST be an easier way.
 
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L

Lon Orenstein

Pod:

Look up information in Help and this discussion group on Search Folders. You
can define criteria for creating a dynamic group that will do exactly what
you want.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
 
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S

Snaitht

Pod said:
Im new to BCM 2007. I need to do mail shots (in Word) to different groups of
customers ie painters, electricians, accountants etc. How do i mail merge to
just one of these groups? Do i allocate a contact/company to a group? or is
this where categorizes are used? (can i do this on mass) Or do i need to add
an extra field in the contact data? Ive looked at the mail merge process but
at the moment can only see that i have to scroll down over 1000 contacts
ticking or unticking those required, there MUST be an easier way.
 

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