Topic results Mail Merge

CCH Central
Mail Merge Wizard for Emails
The document outlines the steps necessary to use the Mail Merge Wizard for sending emails. It emphasizes the importance of having a pre-set email template in either Word or HTML format. Additionally, it provides a link to further guidance on creating and editing these templates, suggesting users review this section before proceeding with Mail Merge.
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CCH Central
Filtering contacts or clients using Advanced Search
This document outlines the steps for using the Advanced Search feature on the Find Contacts and Find Clients screen to filter specific contacts or clients for mail merges, emails, or CCH OneClick messages. It details the process of setting criteria, applying filters, and viewing results. Users can add multiple filtering criteria, run mail merges, and clear searches as needed. The document provides visual aids, enhancing understanding of the filtering functionality in the software.
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CCH Central
Stage 1 of 6 - Choose the output - eMail Merge Wizard
This document provides a step-by-step guide for users on how to initiate an email merge using the Find Contacts or Find Clients feature. Users can select recipients by checking boxes for individual contacts or all at once. The guide includes visual aids depicting the interface and instructions on progressing through the Mail Merge wizard stages. Users are advised to click on the Mail/Email Merge icon and select the output as "Letters" before proceeding to the next stages.
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CCH Central
Mail and Email Merging
This document explains how to use fields from CCH Reporting saved reports in Mail and Email merge processes. It details steps to access client data through the Find Clients window, apply report parameters, and initiate Mail/Email Merge wizards. Emphasis is placed on including the "Name" field in reports, as it is essential for returning results. Additional resources for using the Mail/Email Merge wizard are linked for further assistance.
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CCH Central
Document Management Templates
The document discusses the creation and management of templates within CCH Document Management. It provides a link to detailed instructions on managing these templates and includes a visual representation of Document Management templates during the Mail Merge wizard process.
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CCH Central
Creating Email Templates - HTML format
The document provides a comprehensive guide on creating and managing email templates for use in the CCH Mail Merge wizard. It details the steps to create new templates, including mandatory fields like the Template Name, and options for sending emails on behalf of others, specifying reply addresses, and adding subjects. Users can attach files or reports, and incorporate merge fields for personalized emails. Additional features include formatting options, inserting hyperlinks or images, and tracking email interactions. The guide emphasizes saving templates for future use in mail merges, ensuring effective communication with contacts and clients.
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CCH Central
Stage 5 of 6 - Reviewing the recipients list
In stage 5 of the mail merge process, users review recipient details, which can be exported to Excel. The document specifies that recipient names appear in the Main Contact column when the Main association is used, and in the Related Contact column when other associations are selected. Users must select recipients for the CCH OneClick message before proceeding to the next stage, noting that the recipient grid cannot be reordered.
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Stage 2 of 6 - Choose the template
The document outlines the process for selecting templates in the Mail Merge wizard Stage 2, detailing options for both MS Word and HTML formats. Users can choose Word templates for emails, edit them, and select from various data sources. It explains how to send emails via Outlook or SMP configuration and emphasizes that HTML templates cannot have attachments added at this stage. Finally, it instructs users on how to proceed after selecting a template.
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CCH Central
Sending the message
The document outlines the final step in the MailMerge process, specifically stage 6 of 6. It instructs users to click on "Finalise" to send and publish the CCH OneClick message. An accompanying image is provided for visual reference.
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Stage 6 of 6 - Delivery options and filing
This document outlines the delivery and filing options available during the final stage of a Mail Merge process, varying based on the selected template type (Word or HTML). For Word templates, emails are sent immediately upon clicking Finish, while for HTML templates, users have the option to defer delivery to a later date. Both options allow for the addition of emails to a CCH Document Management module if available. The document includes images illustrating the different stages and settings for each template type.
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Stage 6 of 6 - Document options
This document outlines the final stage of a Mail Merge wizard, detailing options for generating letters. Users can choose between creating a single document with all letters or multiple separate documents. It also mentions the integration with CCH Document Management for those with the module, allowing users to add letters with specific descriptions. Finally, the document instructs users to click "Finish" to complete the process, after which MS Word will open automatically to display the generated letters.
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CCH Central
Choose the address type and team responsibility
This document provides guidance for Stage 3 of a MailMerge process, focusing on selecting address types and team responsibilities. Users can choose multiple address types, prioritizing them for merging based on availability (e.g., Main vs. Home address). Similarly, team responsibilities can be selected, where the first choice is prioritized for merge data. The document instructs users to make the appropriate selections and proceed by clicking "Next."
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Stage 4 of 6 - Choose to whom an email will be sent
This document describes Stage 4 of an email sending process, focusing on selecting recipients from a mixture of individuals and organizations. It emphasizes the importance of correctly choosing contacts for email merges—either individual records or organizational details. Scenarios illustrate how emails will be generated based on the selected associations, such as sending to individual directors or entire organizations. Users can move contacts from an available list to a selected list before proceeding to the next stage.
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Stage 4 of 6 - Choose to whom a message will be addressed
This document outlines Stage 4 of a Mail Merge process, focusing on selecting recipients for a message. It explains that if individuals are chosen from the client list with the MAIN association, the message will utilize their personal details. Conversely, if a different association is selected, the message will draw info from that association instead. The user is instructed to select associations correctly before proceeding to the next stage.
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Stage 4 of 6 - Choose to whom a letter will be addressed
Stage 4 of the letter addressing process focuses on selecting recipients for mail merges, crucial for ensuring correct contacts are chosen. Users can select individual or organizational contacts from two grids. For organizations, scenario options allow choosing either main contact information or details of associated directors, resulting in multiple generated letters if applicable. After selection, users continue by clicking "Next." This stage is vital for accurately addressing mail communications.
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Stage 2 of 6 - Choose the template: eMail Merge for CCH OneClick
This document provides instructions for setting up the Mail Merge Wizard using a CCH OneClick template in Microsoft Word to generate Request Information for Personal Tax Returns for the year 2021. It details the selection of the CCH message template, specifies the necessary steps for choosing the appropriate year, and guides users in selecting or editing templates from different sources. Additionally, it explains how to query data related to prior year tax returns and highlights the importance of saving new templates in the correct folder.
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Stage 1 of 6 - Choose the output for CCH OneClick
The document provides a step-by-step guide for using the Mail Merge feature in CCH OneClick. It outlines the process of selecting contacts or clients to send messages, either by selecting all at once or individually. After selection, users are instructed to access the Mail/Email Merge icon, which opens the Mail Merge wizard, where they must choose to publish the output to CCH OneClick. The process includes visuals for clarity and allows users to continue to the next stage after making their selection.
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CCH Central
Save lists
This document outlines the process of saving a static search in a system as a List, particularly for client data within a specified date range. It details steps including accessing the Lists icon, saving the search with a title and description, and retrieving the List later. Important notes indicate that saved searches do not update with new records added to the system, and that lists cannot be edited once created. Visual aids accompany the instructions to enhance clarity.
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CCH Central
Save Advanced Search
This document explains how to save advanced searches in a contact or client management system. Users can save searches to avoid repeated setups by accessing the Advanced icon and selecting 'Save'. It details the steps to title the search, add a description, and set privacy levels. The saved searches can be reopened easily, and any new records matching the criteria will automatically appear in the results. This functionality streamlines the process of filtering contacts or clients based on specific criteria.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for Letter
The document outlines the process for selecting a template in the Mail Merge wizard Stage 2. It describes options for formatting (Word or HTML), sourcing templates from CCH Central or CCH Document Management, and the ability to preview or edit existing templates. It highlights the use of Queries and Reports for selecting data sources and offers functionality for searching templates by name. Finally, users are instructed to select their chosen template and proceed by clicking "Next."
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Stage 1 of 6 - Choose the output
The document outlines the process of selecting contacts or clients for a mail merge using a wizard interface. Users can choose to select all contacts at once or individually. The second step involves clicking the Mail/Email Merge icon, followed by selecting 'Email' as the output in the Mail Merge Wizard, where users proceed through a six-stage process. The document includes visual aids to assist users in navigating the steps.
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CCH Central
SMTP Mail Protocol
This document outlines the configuration requirements for setting up an SMTP mail merge system within a database. It details three configuration keys necessary for establishing the SMTP server and encryption methods, including specifics on server address, ports, and encryption options (SSL, TLS). Instructions for entering SMTP credentials in individual employee records are provided, alongside information on sending emails via the SMTP protocol and using the Mail Merge Wizard. The document emphasizes the importance of proper configuration and security for successful email integration.
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CCH Central
Setting up email types
This document provides instructions for adding additional email types in the Central system. It specifies that email addresses are managed through the main menu under File > Maintenance > Address/Phone > Phone Number and Email Address. It notes that only one email type can be designated as the Primary Email, and all email types must have the "Is Email" flag set to be available for email merges.
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CCH Central
Sending Email Notifications
This document addresses common issues related to email failures when using an Email Merge wizard. It explains that if emails do not succeed, a notification will indicate the number of failures, allowing users to view the list of contacts who did not receive the emails. Reasons for failure may include the absence of an email address or the presence of an invalid address, which may not be flagged during the merge process. Users will receive a 'Delivery Failure' email for undelivered messages.
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