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  • Re: Individual versus Organization

    Cara, Better idea - Not sure where you're going with your list - if you're generating Mail through RE, there is an option on the Org Address tab, step 2 contact info, at bottom "If contact also receives this mailing as an individual: Mail to individual address only Mail to contact address...
    Posted to Forum by JoAnn Strommen on 01-15-2010
  • Mailings and Relationships

    Hello everyone! I have searched the forum and have not found anything similiar to the problem I am facing regarding relationships so I am turning to you for help. We only enter spouses and/or a business relationship if there is a direct relation to our organization in some manner. For many of our records...
    Posted to Forum by Valerie Starr on 11-26-2008
  • Setting Up Contacts within Organizations - Mail Merge

    Hi All: We just converted from GMP and I'm wondering if we are setting up organizations correctly. Right now, we set up a record for an organization, then create a relationship with a primary contact. Do you have a better solution? The reason I ask is that I can't use the RE mail merge feature's...
    Posted to Forum by plp on 05-19-2008
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