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Thread: Use all contacts in an Account for a Mail merge

  1. #1
    j.peters is offline Member
    Join Date
    May 2006
    Posts
    9

    Question Use all contacts in an Account for a Mail merge

    Hi All,

    Is there a way I can base a Mail merge on the Accountys list and use all the contacts related to that account? Problem is that we need to filter on a Account (custom)property to create the list, but then you can select only one contact for the merge.

    Or can I copy the custom account propert to the contacts? (so I can base the merge on the contacts)

    Thanks,

    Jeroen Peters

    Sugarcrm 4.21

  2. #2
    florenceit is offline Sugar Community Member
    Join Date
    Apr 2005
    Posts
    123

    Default Re: Use all contacts in an Account for a Mail merge

    wondering if you or anyone has managed this or the equivalent? these seems like a fantastically useful merge.
    Florence I.T. - A community IT shop for Western MA, US

  3. #3
    florenceit is offline Sugar Community Member
    Join Date
    Apr 2005
    Posts
    123

    Default Re: Use all contacts in an Account for a Mail merge

    Jeroen

    I just found a way:
    do a contacts serach , choose advanced search tab, in the acocunt field put in your contact name
    you can mail merge the resulting list.
    Last edited by florenceit; 2007-08-16 at 08:10 PM. Reason: spelling
    Florence I.T. - A community IT shop for Western MA, US

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