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Mail Merge for People with a Flag set

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    Mail Merge for People with a Flag set

    What is the best way of outputting a list of contacts (name, email address) based on a Flag set on the reunion13 familyfile?

    Creating a Word rtf file can be done, but I want to merge the list to an email (XL csv list would do, but I'm finding this complicated to do with several steps), there must be an easier way, how do users do this?

    #2
    Perform a search for all people with this particular flag. In the results sidebar, Mark the found results and unmark everyone else (shortcut Cmd-Y).
    Then, from the File menu, choose Export - TEXT... . Choose the files you want to export (First & Mid Name, Last Name, Email Address) and set Comma to be the delimiter (if you want CSV - set Tab for regular Tab-delimited text files).
    Choose any other relevant options, and the click Export.
    --
    Eric Van Beest
    Spring, TX

    Researching: Van Beest, Feijen, Van Herk

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      #3
      Thanks Eric, I knew there would be a easy way - just couldn't find it, but better that outputting from Lists or using the share icon, which is really for reports I guess. This works a treat!

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