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CCH Software User Documentation

Stage 4 of 6 - Choose to whom a message will be addressed

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MailMerge: Choose to whom a message will be addressed

1. Stage 4 of 6 is when you choose to whom a message will be addressed.

  When the selected clients (from Find Contacts or Find Clients screen) are individuals and the MAIN association (as below) is shown on the Selected grid then this means that the message will be addressed/produced using the contact details and other information extracted from the individuals' records.

   If any other association is selected and shown on the Selected grid then the message will be addressed/produced using the contact details and other information extracted from this association.

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2. Select the associations accordingly and click Next.

 

 

 

 

 

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