Topic results Email Types

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
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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