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Navigation: Merge Modules > Export Groups Via Merge Module |
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See Also: Groups: Contact List; Sorting; Export Contacts Via Merge Module; Export Action Items Via Merge Module; Export Mail Maps Via Merge Module; Export Campaigns Via Merge Module;Import Merge Modules
(Click Topic to view more info. Click Back button to return to here).
Step 1: Select a group by clicking on it with the mouse. To select multiple groups, hold down the Control key (Ctrl) on your keyboard, and select each group for export. If the contact list, where groups reside, is not in view, select Contact List from the Quick View Menu, or select Contacts>List from the Main Menu. |
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Step 2: Once you have selected the group or groups for export, right click on your mouse, and select "Export Selected to Merge Module." |
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Step 3: The Open window will now be visible, where you may type a name in for a new Merge Module, or select an existing Merge Module to export to. Once this is done, you may select the "Open" button. Choosing YES will ADD TO (and not overwrite) the existing merge module |
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Step 4: If selecting and existing merge module, a window will appear prompting a choice, "Append (add) to the existing merge module...Click YES. Delete this merge module...click NO." If creating a new merge module, go to step 5. |
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Step 5: The next window you will see is the Create Merge Module window, where you may optionally enter a description of the export. For this example, a description may be "Groups.". |
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Step 6: Choose Start, and the data will be sent to a merge module file, that was chosen, in step 3. Now you may email the merge module, by selecting the "Mail To" button, which will bring up an email with the merge module attached. |
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