1. Stage 4 of 6 is when you choose to whom you want to send the email.
This stage is extremely important specially when the selected contacts or clients are a mixture of individuals and organisations.
If you want to produce the letters to the directors, partners, company secretaries of an organisation then select the association and move it from the Available grid (left) to the Selected grid (right) using the arrow in the middle of the screen.
When the selected contacts or clients (from Find Contacts or Find Clients screen) are individuals and the MAIN association (as above) is shown on the Selected grid then this means that the message will be addressed/generated using the contact details and other information from the individuals' records.
When the selected contacts or clients are organisations, for example, limited companies:
Scenario 1: if only MAIN association is listed on the Selected grid then the email merge will use the contact details and other information from the organisations's records (on this scenario the limited company's records) to generate the emails.
Scenario 2: if MAIN and 'has director of' are listed on the Selected grid (as above) then the email merge will use the contacts details of all directors associated with the limited company to produce the emails, for instance, if the limited company has three directors then three emails will be generated.
Select the associations you want to send the email to and click Next.
This stage determines the recipient of the email.