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  • email info box above "send newsletter"

    I've read help pages on managing contacts and "everything about newsletters" but can't find the answer to my question. I understand that mail merge will send an email to both the husband and wife if a preferred email address is present. On the EDIT CONTACT page, if I check "send...
    Posted to Technical Support by Dave-Jane_Pattison on 13 Dec 2017
  • How to look up contacts WITHOUT an email address.

    I want to print mailing labels for all of my contacts who DON'T have an email address so I can send them a paper copy of our newsletter. So, the relevant contacts are newsletter recipients (that field is checked) but their email address field is empty. Can someone help me with this? Thanks! js
    Posted to Technical Support by Jeremy Sink on 11 Jan 2011
  • Is an email message a "Letter" for [View Details] purposes?

    I was doing some review of my team to see whom I should write first. I selected all of my financial partners, then sorted by Last Letter. I was surprised to see some with recent letters when I know I have not written a personal letter to them in a while. When I looked at the Last Letter date (Contact...
    Posted to Technical Support by Bob Mac Leod on 3 Nov 2009
  • Re: Sending a Group email ignoring 'preferred' setting

    Thanks Troy. I dont' think that will solve the issue. Let me try to explain it better. If you want to send an email to a group, either using the Outlook option or the Word option. Only those emails that have the preferred check box marked will be used for the email. If you have a particular partner...
    Posted to Technical Support by EricRiedy on 17 Sep 2009
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