faq10-00

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faq10-00 [2014/05/06 08:05] barbarafaq10-00 [2017/12/01 16:35] (current) – external edit 127.0.0.1
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 **Optionally generated on doing a mail merge.** **Optionally generated on doing a mail merge.**
  
-When the letter is open, you will see a Contact Event button (depending on the version you are on this will show as one of the two views below.)+When the document is open, you will see a Contact Event button (depending on the version you are on this will show as one of the two views below.)
  
 {{:contact_event_mail_merge_2.jpg|}} {{:contact_event_mail_merge_2.jpg|}}
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 **No Contact Event generated** **No Contact Event generated**
  
-When this option is selected there will be no contact event generated.  To add a contact event subsequently, ensure the list of contacts is in the selector form by retrieving the stored selection. Go to the mail merge tab and click the contact event button, entering the relevant information for that contact event. It will be saved against each record in the selection.+When this option is selected there will be no contact event generated.  To add a contact event subsequently, go back to the mail merge tab and click the contact event button, entering the relevant information for that contact event. It will be saved against each record in the selection.
  
-**NB.** When creating contact events in this way, if you have used the options of 'send to only highlighted' or 'subscribed only' to filter the selection on point of doing your mail merge then the list on your selector will not accurately reflect who received the mail merge. It may include people who did not receive it and an erroneous contact event will be saved against their record.+<color red>**NB.** For versions prior to 2.2.10.12</color> when creating contact events in this way, if you have used the options of 'send to only highlighted' or 'subscribed only' to filter the selection on point of doing your mail merge then the list on your selector will not accurately reflect who received the mail merge. It may include people who did not receive it and an erroneous contact event will be saved against their record
 +**Versions 2.2.10.12 onwards** will allow for filtering by highlighted and subscribed for bulk contact events
  
  
  • faq10-00.1399363531.txt.gz
  • Last modified: 2017/11/16 21:56
  • (external edit)