Talk:Data Extraction/Mail Merge

From Charitylog Manual
Revision as of 15:23, 14 October 2024 by JoshCooper (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

It may be better to default the "Apply contact preferences" fields to no, as this often leads to people calling confused about their report missing a number of people they were expecting. It's likely there are also cases where users don't notice they do not have the full list of records.

The manual button on the new mail merge still redirects to the orgs and people extract page, rather than its own dedicated page here: https://wiki.dizions.co.uk/index.php/Mail_Merge