Mailing

I want to carry out a mailing campaign with some of my clients. How can I do this?

Use the Search feature to display a set of records that meet the criteria you will use to decide who to mail to. Your criteria may be companies in a certain postcode, or those you have not mailed for the last few years, or maybe those with a certain status. These can all be found using search. Once those records are displayed in the search results, create the address labels, or export to an external text file for mail merge. A new dialog box will be displayed asking who you want to include. Choose the option to have every company that is currently filtered, not forgetting to nominate if you want every contact included or just the main contact.

Another way is to check the box of the Mark for selection field for any records that you want to include in the next mailing. This second method is an ad hoc marking and could be done over several days, weeks or months. When you are ready to do the mailing use the Search feature to display the set of records that meet the criteria of having the Mark for selection field selected. This will only display those records you previously marked. Once those records are displayed in the search results, create the address labels, or export to an external text file for mail merge. A new dialog box will be displayed asking who you want to include. Choose the option to have every company that is currently filtered, not forgetting to nominate if you want every contact included or just the main contact.

In any case, either print out address labels of the marked records or export the marked records for a mail merge using your word processor program.