Topic results Email Merge

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
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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CCH Central
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
Stage 5 of 6 - Review the recipients list
The document outlines stage 5 of a mail merge process, focused on reviewing recipient information. It details how to visualize selected contacts (individuals and organizations) and lists their categorization. Users can export the recipient list to Excel and see the arrangements for main and related contacts. The document explains how associations are displayed, using an example where directors of a company are listed, allowing for letters to be generated for both individuals and their associated directors. It concludes with instructions to select recipients and proceed to the next stage.
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CCH Central
Stage 3 of 6 - Choose the address and email type
This document outlines the steps for a mail merge process, focusing on selecting address types, team responsibilities, and email types for Word and HTML templates. Users can choose multiple address and email types, prioritizing them for the merge. Address types will determine which address is used based on client records, while team responsibility applies to Word templates for employee-related fields. The user is instructed to finalize their selections and proceed by clicking "Next."
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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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CCH Central
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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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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CCH Central
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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CCH Central
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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CCH Central
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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CCH Central
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 Workflow
Mail/Email merge
The document outlines the process of performing a mail merge using CCH Central from the Workflow homepage. Users can filter and select multiple clients before initiating the mail merge. By right-clicking and choosing "Mail Merge," they access the Mail Merge Wizard, allowing the creation of letters, emails, or CCH OneClick messages.
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