1. On the Find Contacts or Find Clients screen, select the contact or clients you want to send the messages to. Make sure the contacts or clients selected are activated for CCH OneClick.
- 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 message.
2. From the task bar, click Mail/Email Merge icon .
3. The Mail Merge wizard appears with Stage 1 of 6 where you select the Output Publish to CCH OneClick.
4. Click Next.