Mail Merge Contacts by categories

  • Thread starter Thread starter Asha
  • Start date Start date
A

Asha

I have a client that wants to do a mail merge by
Categories. The contacts can have multiple categories
assigned and the merge will be for two or more categoreis
at a time without mailing duplicate mailers.

First, how do I merge by two or more categories
2nd, If a contact is asssigned to two categories how do I
remove the duplicates so they do not receive two
mailings. (The mailing are always the same stuff)
 
You can't filter a mail merge on Categories. If you want to filter on
categories you can copy the filtered records to a temporary subfolder and
use that as your data source for the mail merge.
 
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