Hi all,
I'm new to CRM and have been trying out the mail merge feature. I have my marketing list set up, I choose the Mail Merge on List Members option, I open my template in word and when I get to Edit Recipients list there is nothing there (appart from my own user information).
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I have made sure the clients are set to allow mail, I have tried to mail merge from a single profile all with the same result. It is not picking up the profile information in CRM but exporting information to excel will not work for this project.
I have no idea where I'm going wrong so if anyone could enlighten me I will be eternally greatful!
