I have created a group of accounts, primary contact, address, etc......

When mail merging to a letter, all contacts from the account print as their own letter.

 I only want the primary contact to receive the letter.

What am I doing wrong?

Thanks,
Jerry

The group you are mailing to, do you have a condition of CONTACT.ISPRIMARY = 'T'?

Jerry,

You need to build a group of Contacts.....not accounts.

 

Dale

Bingo, that is the right answer.

With some help I figured that out yesterday. I don't know why I didn't start with contacts to begin with.

Practice and learn......

 Thanks,
Jerry

I always train to "show your working" for those first starting query building or those building complex groups:

Step 1

I want to see a list of people who are the primary person for their accounts where they are solicitable, have an email address and are either CEOs or VPs

Step 2

People where DNS is not equal to 'Y' and email contains '@' and (title contains 'CEO' or title contains 'VP)

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You could even take it one step further (and this is how SLX 7.5 web builds groups) by building up the columns you want to use first:

I want to see the Primary person column with a "Y" in it, the person's firstname, lastname, email, DNS without a "Y" in it...

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You can see not only how it helps identify exactly what conditions and operators you are going to use, but also whether you'll be needing brackets or not - Golden rule here is that if there is an AND and an OR then you will have brackets.

Incidentally, you might notice that I have used the "DNS does not equal Y" rather than "DNS equals N" this is because often, imported data leaves it blank rather than entering an N. I have also seen data imported and the DNS (and other checkbox fields) with other things (e.g. '1' instead of a 'Y').