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Evy
Apprentice
Posted
I'm pretty proud of myself for figuring out how to create a letter template which I use as a contract for projects. But I'm stuck now.

Sometimes I have a project with two linked contacts. The contract/letter needs to merge with Sally Smith, program manager but not with Tom Brown, alternate contact. I can't figure out how to let Daylite know which contact I need to use in the letter and to which contact I need to email the letter.
 
Posts: 13 | Registered: March 18, 2007Reply With QuoteEdit or Delete MessageReport This Post
Pro
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This has always been an issue for me, too. I hope MC fixes this soon, or at least introduces a step to choose which contacts get the letter. When you merge a form to a letter, DL includes a dialog box where you can choose which contacts get the letter. But if you merge directly from the project, it does not offer this step.
 
Posts: 117 | Location: Santa Cruz | Registered: August 01, 2006Reply With QuoteEdit or Delete MessageReport This Post
Evy
Apprentice
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Can anyone at Marketcircle chime in here? Please?
 
Posts: 13 | Registered: March 18, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
Picture of Clayton Lewis
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While in the project, why not just select the contact(s) you want to send the letter to. The letter will be addressed to the contact but still linked to the Project.


Thanks

Clayton Lewis
The MacTech
http://www.themactech.com
 
Posts: 66 | Location: Park City, UT | Registered: July 28, 2006Reply With QuoteEdit or Delete MessageReport This Post
Evy
Apprentice
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Thank you, Clayton. That worked! I must have tried to do it every way EXCEPT that one. I also found that if I highlight two contacts within the project I get two correct letters, one to each contact.
 
Posts: 13 | Registered: March 18, 2007Reply With QuoteEdit or Delete MessageReport This Post
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