Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
ug10-3 [2014/09/09 11:21] – barbara | ug10-3 [2022/06/03 12:37] (current) – Shelley Hunter | ||
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\\ Highlight any contacts you want to filter. In the below example I have highlighted one that I do not want to include in the mailer. | \\ Highlight any contacts you want to filter. In the below example I have highlighted one that I do not want to include in the mailer. | ||
- | {{:mail_merge_tab.jpg|}} | + | {{ ::mail_merge.png? |
**<color red>NB if you are using a version prior to 2.2.9.9</ | **<color red>NB if you are using a version prior to 2.2.9.9</ | ||
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There are three options for whether contact events are made when doing a mail merge to contacts. This is set up by your agency according to requirements. See [[faq10-00| How to create a contact event from a Mail Merge.]] | There are three options for whether contact events are made when doing a mail merge to contacts. This is set up by your agency according to requirements. See [[faq10-00| How to create a contact event from a Mail Merge.]] | ||
- | 9.Link to Applicant.\\ It is possible to attach the CV of one candidate to multiple client recipients, as in sending out speculative CVs. Use the Link to Candidate button to select the candidate.\\ | + | 9.Link to Applicant.\\ It is possible to attach the CV of one candidate to multiple client recipients, as in sending out speculative CVs. Use the Link to Candidate button to select the candidate.\\ |
- | When enabling the send out of the mailmerge by email tick the CV(s) box to attach the candidate’s CV to each letter.\\ | + | \\ |
- | When Contact Events is used each will also be linked to the Candidate. | + | When enabling the send out of the mailmerge by email tick the CV(s) box to attach the candidate’s CV to each letter.\\ |
- | + | \\ | |
+ | When Contact Events is used each will also be linked to the Candidate. | ||
+ | \\ | ||
+ | \\ Version 2.21.11+ to ensure users are searching correctly and only sending targeted mail merges by text or email it is possible to limit the number of emails/ | ||
+ | \\ | ||
<note warning> | <note warning> | ||
- | Whilst the mail merge is running, if the User attempts to send any emails within Microsoft Outlook, there is a great risk that the email(s) might be hijacked by Microsoft Outlook resulting in sending these emails to one or many of the recipient’s addresses on the mail merge list. | + | Whilst the mail merge is running, if the User attempts to send any emails within Microsoft Outlook, there is a risk that the email(s) might be hijacked by Microsoft Outlook resulting in sending these emails to one or many of the recipient’s addresses on the mail merge list. |
The error is not simply limited to emails, as a User working in Microsoft Word with a document, can find it too has been hijacked by Microsoft Outlook when sending out an attachment to an email. | The error is not simply limited to emails, as a User working in Microsoft Word with a document, can find it too has been hijacked by Microsoft Outlook when sending out an attachment to an email. |