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CCH Software User Documentation

Stage 1 of 6 - Choose the output - eMail Merge Wizard

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Choose the Output

1. On the Find Contacts or Find Clients screen, select the contact or clients you want to send the emails to.

  • check the box on the left of the header of the grid to select all contacts or clients who are showing on the screen,
  • check each box individually for the contacts or clients you want to send the email.

Mail Merge - email stage 1.PNG

2. From the task bar, click Mail/Email Merge icon Mail Merge - email stage 1.1.PNG.

3. The Mail Merge wizard appears with Stage 1 of 6  where you select the Output Letters.

Mail Merge - email stage 1.2.PNG

4. Click Next.


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