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Old 04-22-2015, 07:59 AM
rhyslewisdavies rhyslewisdavies is offline Windows 7 64bit Office 2013
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Default Mailmerge from excel sheet stating company address and contacts

Hi there, we are in the process of cleaning up all of our client data before we migrate it into MS Dynamics CRM. I have an excel spreadsheet with a list of clients and their information and also any contacts that are linked to that client. what we would like to do is send out an email (where we have a client email address) or a postal mailing where we don't. in it we want to state we are doing a data clean up exercise and can the client check that their details are correct. we want the mailing to show the clients contact address and then below that a list of all related contacts.

Is this possible?

thanks

Rhys
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