1 Reply Latest reply on Nov 4, 2011 2:55 PM by philmodjunk

    Mail Merge With Filtering

    BoFeng

      Title

      Mail Merge With Filtering

      Post

      Hi all the experts,

      I'm creating a mail merge (letter) layout by referring to the tutorial, while I'm hoping to filter the recipients according to my personal rubrics. But I do not know how to fulfill that function... 

      I'm grateful for all the information you provided as well as your help.

      Bests,

        • 1. Re: Mail Merge With Filtering
          philmodjunk

          "filtering the recipients" would be done in most cases by performing a find on your table of recipients.

          Enter find mode (click the find button)
          Enter your criteria in the appropriate fields
          Perform the find (click perform find button)
          Sort the records if the order is important

          This can also be scripted.