Mail Merge

Hannah Lee

Hello,

We are amping up our mail solicitations. A problem that we ran into while completing mail merge is that we spent a significant time manually editing the person from a specific company/ organization that receives attention to the mail. For example under the company, “The Granite," John is listed as the CEO and Cynthia is listed as secretary. We would like the solicitation mail to go to Cynthia. John would still received all the end of year reports through direct mail.

Is there a process or system that you guys have used to automate such process? Thanks!

Elizabeth Johnson

@Hannah Lee I see you have a great response on this other thread you started. It is exactly what I would have recommended as well. You may want to close out this thread by clicking where it says Open for Discussion.