Stage 5 0f 6 - Reviewing the recipients list

The stage 5 of 6 is for you to review the recipients and other data. You can export the list to Excel if you wish by clicking on Excel symbol at the top of the window.

• When individuals clients are selected on stage 1 and only the Main association was used on Stage 4, the recipient names will be on the Main Contact column.
• When individuals clients are selected on stage 1 and other association were used on Stage 4, the recipient names will be listed on the Related Contact column.   

Select the recipients that you want to send the CCH OneClick message and click Next.