How to send direct email to all contacts at an account?

Hello,

How can I send a direct email to all contacts at an account? Basically as I 
know only the primary contact addressed.

Can anyone suggest me?

Thanks a lot in advance!!
Viktor
0
Utf
7/21/2005 7:58:02 PM
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Hello Viktor. 
Enter to CRM /Tools / Advanced Find.
Fill with these values..
    Find in: Contacts
    Field: Account
    Condiction: Equal
    Value: Select the Account/s
Then click on Go button. Select all the record. Click in Action / Sent 
Direct Email.
Done with these steps. Hope that helps. Bye

Daniel Rodriguez
SMS - Argentina

0
Utf
7/21/2005 8:25:04 PM
Hello Daniel,

Thank you for your answare, but I have more specs:

I have thousands of accounts and I have 4-6 custom fields what I use to 
filter amongst them usually. These filtered lists can contains 5-600 accounts.

With your solution I can not do that, if I understood well.

Any opinion?
Thx in adv.
Viktor
Hungary


"Daniel Rodriguez" wrote:

> Hello Viktor. 
> Enter to CRM /Tools / Advanced Find.
> Fill with these values..
>     Find in: Contacts
>     Field: Account
>     Condiction: Equal
>     Value: Select the Account/s
> Then click on Go button. Select all the record. Click in Action / Sent 
> Direct Email.
> Done with these steps. Hope that helps. Bye
> 
> Daniel Rodriguez
> SMS - Argentina
> 
0
Utf
7/21/2005 8:42:05 PM
Hello Viktor!

I don't think that this is in the standard MS  CRM possible!
We have an Add-On which can do that!

WordMailMerge for MS CRM 1.2.

It allows you to make MailMerges with some hundred accounts,contacts and you
can search for contacts thru the account fields. Also you can use in your 
email or letter
custom fields which is also not possible in the standard!

If you are interested go to www.mscrm-addons.com and download a 
trial-version!

thx

-- 
___________________________________
support@mscrm-addons.com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
    GroupCalendar         for MSCRM
    Related Documents   for MSCRM
    WordMailMerge        for MSCRM


"Viktor" <Viktor@discussions.microsoft.com> schrieb im Newsbeitrag 
news:56CF2151-1315-411E-B1AD-4A3D924AA6C5@microsoft.com...
> Hello Daniel,
>
> Thank you for your answare, but I have more specs:
>
> I have thousands of accounts and I have 4-6 custom fields what I use to
> filter amongst them usually. These filtered lists can contains 5-600 
> accounts.
>
> With your solution I can not do that, if I understood well.
>
> Any opinion?
> Thx in adv.
> Viktor
> Hungary
>
>
> "Daniel Rodriguez" wrote:
>
>> Hello Viktor.
>> Enter to CRM /Tools / Advanced Find.
>> Fill with these values..
>>     Find in: Contacts
>>     Field: Account
>>     Condiction: Equal
>>     Value: Select the Account/s
>> Then click on Go button. Select all the record. Click in Action / Sent
>> Direct Email.
>> Done with these steps. Hope that helps. Bye
>>
>> Daniel Rodriguez
>> SMS - Argentina
>> 


0
Support
7/21/2005 9:14:52 PM

Hi,

1.On the CRM main window, please click [Tools]->[Advanced Find...]
2.In the [Find in...], select [Contacts]
3.At the below, there are 3 columns: 
[Field] ->Parent Accounts
[Condition]->Equals
[Value] -> Please select the account name which you want.

4.Then click Go.  You will find all the contacts in this account has been 
list on the below window.

5.Select all the contacts, click [Actions]->[Send Direct Email...], on the 
next page, you may select the choice you want, if in this accout, there are 
lots of contacts, then you may select the third choice.

6. Click [Send].


Done.

Cheers,
Jim 



"Viktor" wrote:

> Hello,
> 
> How can I send a direct email to all contacts at an account? Basically as I 
> know only the primary contact addressed.
> 
> Can anyone suggest me?
> 
> Thanks a lot in advance!!
> Viktor
0
Utf
7/22/2005 9:15:01 AM
Hi Viktor,



Depending on your exact business case, I would say that you have two 
choices:



1. Direct mail (E-mail) to all Contacts on one Account:

Open the Account in question -> Contacts -> Select all Contacts on the 
associated Contact view -> select 'Send Direct E-mail...' from the Actions 
dropdown menu.



If you are doing this from a Sales For Outlook client you can use Microsoft 
Word mail merge, or else you can use an Microsoft CRM e-mail template.



2. Direct mail (E-mail) to all Contacts in a number of Accounts:

Use the Advanced Search Tool slightly different as Daniel Rodriguez 
described it. Add the 4-6 custom Account segmentation fields on the Contact 
entity and map the fields. For your exiting Contacts, you will have do 
develop a code for updating data, as mappings only supports copying data on 
creation of the record. Then you can search on contacts, using the criteria 
needed and use the Direct Mail feature in the Actions drop down menu on the 
view in the Advanced Search Tool.



Before you decide which method to use, you should know, that Microsoft CRM 
v.3.0 holds a much more advanced search engine enabling combining entity 
criteria in your search profiles and saving search profiles for re-use. 
Furthermore the Marketing module will support more direct mail 
functionalities and have a more enhanced Word mail merge feature, also 
supporting merging of custom fields. So, if you can wait for about half a 
year, an upgrade will provide you with a new world of features.



Kind regards,

Henning B. Treichl (formerly Jespersen)

(WM-data, Denmark)




"Viktor" <Viktor@discussions.microsoft.com> wrote in message 
news:85A1F4E2-5E2D-4F88-8485-6C6644D42BE4@microsoft.com...
> Hello,
>
> How can I send a direct email to all contacts at an account? Basically as 
> I
> know only the primary contact addressed.
>
> Can anyone suggest me?
>
> Thanks a lot in advance!!
> Viktor 


0
Henning
7/22/2005 9:19:15 AM
Reply:

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