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  • Relationships

    We have several organizations that have many employees to whom we send specific mailings to ie) We want to send the notice for our Annual General Meeting to the Executive Director of an organization, but we want to send our quarterly activities brochure to the Social Coordinator of the same organization...
    Posted to Forum by Rose Orr on 08-25-2009
  • 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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