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- Setting up email types
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- Advises how to add additional email types into Central.
- Create and Edit Templates
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- You can create Email and Word document templates using fields from the CCH Central database, including extra fields, in order to use te templates when you run the CCH Mail Merge wizard.
- Selecting Contacts and Clients before running the Mail Merge
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- The Mail Merge wizard is found under Find Contacts and Find Clients screens. There are different ways where you can filter and select the contacts and clients who you want to produce a letter, send an email or generate an CCH OneClick message.
- Mail Merge Wizard for Letters
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- Before you can start producing letters using the Mail Merge Wizard, you need to ensure that a Word template has been setup. For further information on setting up templates, please refer to the Create and Edit Templates section.
- Mail Merge Wizard for Emails
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- Before you can start sending out emails using the Mail Merge Wizard, you need to ensure that a template (in Word or HTML) has been setup. For further information on setting up email templates, please refer to the Create and Edit Templates section.
- Mail Merge Wizard for CCH OneClick - using Query
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- Before you can start sending out messages to CCH OneClick using Mail Merge Wizard, you need to ensure that templates have been setup. For further information on setting up templates, please refer to the Create and Edit Templates section.
- Email Notifications
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- There are several reasons why an email might not go through to the contact(s) selected. One of the reasons is due to the contact(s) not having an email address setup.
- Email Tracking Setup
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- The Mail Merge application includes the functionality of inserting a hyperlink in an email that will be sent out to a list of recipients. It also allows this hyperlink to be tracked - you will be able to track the recipients that have clicked on the hyperlink in an email. This enables you to get an idea of who is interested in what and action this.
- Permissions for Send on Behalf in Outlook
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- This article is written exclusively for delegate (delegate: Someone granted permission to open another person's folders, create items, and respond to requests for that person. The person granting delegate permission determines the folders the delegate can access and the changes the delegate can make.) access to email messages and does not cover other delegate access scenarios, including Calendars and Tasks.
- SMTP Mail Protocol
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- This section details what is required to set up the database to enable firms to perform a mail merge using the SMTP mail method.
