It’s that time of year when we get requests to produce mailing lists for Contacts in the Referrals table. Do you need to produce mailing labels or envelopes for those holiday mailings? Or would you like to send letters to thank your Contacts for their business? You can!
There is an updated Advanced report named ‘Contacts in Referrals’ that will help. You can filter for the records you need, export them and use them with MS Word in a mail merge. Plus, this report automatically eliminates duplicates!
There is even a new Training Video that walks you through the entire process in just a few minutes!