Hello all,

I have seen CRM's ability to create a e-mail template that
can incorporate fields from CRM records. However when you
want to send the e-mail to a list of recipients, the
fields are populated with only one of the records in the
list, and the same e-mail is then sent to all of the
contacts. This seems counter-intuitive.

Isn't there a way to have CRM do a traditional mail merge
type of operation that mimics the merge feature in word?
Basically what I want to be able to do is create a
template, and given a list of contacts etc. send an
individualized email to each one of the contacts
separately. Some other CRM packages can do this, so it's
not inconceivable that CRM can also, and that I've just
missed something.

Anybody have any ideas??

Thanks.

Nish -

If I understand your question, Microsoft CRM will fully support your needs.
Once you create your email template (including CRM merged fields) you can
then use, views, search or advanced search to identify the email receipients.
You can then go to the actions menu and choose send direct email and select
your email template. This will send a customized email to all of your
selected contacts. In addition, you will have the ability to determine the
sender email address so that the emails do not have to come from the user
sending the messages.

I hope that this helps.

- Ryan

"Nish Patel" wrote:

Hi, thanks for your response.

I understand your instructions, however, under the actions
menu, "Send Direct Email" is not one of the options. The
user has all available permissions in their security
role. Please advise.

Thanks,
Nish Patel.

Send direct email is available from within the browser version; if you are
using the SFO client, your option is Mail Merge. Unfortunately you have to go
into each one for the different functionality.

"Nish Patel" wrote: