I often need to draw on existing dBases to build mailing lists for L&L's, Seminars, and other events. I have been successful in exporting contacts from Legacy Tracks, informants from Passare, and insureds from Digicon into one excel file. This builds a great contact/mailing list. The list could be extended if one could pull from Digicon the names, addresses, phone numbers and emails of Primary and Secondary contacts. This could be done in the "Export Dashboard CVS" field selection drop-down box. Granted the list would be long. Perhaps two columns would be more visually manageable.
I need it... | Yesterday (let's go already) |