Contact precedence
In this stage of creating a mail merge, you select the associated contact type to be used and the sequence. You can choose to send the Word document or email to a person at the company by using the contact precedence.
For example, to send a letter or email to a person at the company that has an association type of ‘has Mailing Contact’ or ‘has Director’, the system will address the letter or email to each contact that has this role (i.e., multiple letters or emails will be sent).
The system defaults to using the Main contact, who is the client selected from the Find Clients list. If you are not using mailing contact under Associations, leave the value as default and click Next to continue.
You can add several association types to the Contact list and the first association type found for each client will be used.
If no contacts are found with any of the selected association types, then the letter or email will be sent to the Main contact.
If you have selected an association at this Contact precedence stage, then the following merge fields are to be taken from the associated contact and not the main selected client:
<<AddresseeLine1>>
<<Salutation>>
<<AddresseeMailingName>>
<<AssociatedAddress>>