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CCH Software User Documentation

Stage 5 0f 6 - Review the recipients list

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Review the recipients list

The stage 5 of 6 is for you to review the recipients and other data. If the selected contacts and clients are a mixture of individuals and organisations and on stage 4 you selected MAIN plus other association types, the screen below will illustrate what you will visualise.

Mail Merge - email stage 5.PNG

You can export the list to Excel if you wish by clicking on MS Excel symbol at the top of the window.

  • When individuals contacts and clients are selected on stage 1 (highlighted in green above), their names will be on the Main Contact column but not on the Related Contact column.
  • When organisations contacts and clients are selected on stage 1 (highlighted in red above) and they have the associations selected on stage 4 (on this example has director of) then the associations' name  will be listed on the Related Contact column; therefore Laptops Limited has two directors, J Smith and S Smith.

On this example an email can be generated for all individuals and directors associated with the limited companies.

Select the recipients you want to send the email to and click Next.


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