I'm Laura Woodard with Allegro, a support firm and SugarCRM Silver Partner, based in Glen Allen, Va.

I need to deliver various versions of one letter to several different groups of our clients and prospects. (we are sending a traditional mailed letter in this case). Those individual recipient groups are organized in our SugarCRM 5.2 Professional into different "Attributes" (our own customized module).

I need to send several versions (three different letters) to our three different Attributes using the Word plug-in for SugarCRM. In the instructions, it appears that I might have to select the entire "Contacts" or "Leads" module and then tediously pick and choose which individuals to include in the merge (from one module at a time, as well).

Is there any way to prepare a merge that includes just a subset or group of our prospects or leads?

Please send me more information or your tips about how to do this ASAP.

Thanks in advance,

Laura Woodard

Laura Woodard
(804) 553-1130
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