Purpose: This mail merge allows you to create a mail merge data file for individuals who have changed general business types, such as Public Accounting to Private Industry. This of course would only pertain to individuals with a linked firm. The resulting data can be exported to various file types (ie..XLS, XLSX, DBF, CDT, CSV, MDB).
Launch Point: This report can be launched from the following location(s):
•Names → Reports → Mailings →
Example: When the report is launched the report wizard will open