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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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