The Accounts Mail Merge report provides a mail-merge friendly list of account contacts, with the ability to limit the list to certain roles or types of accounts (using account tag parameters).
Use this report to build a mail-merge list of account billing addresses, with options to include up to two selected account contact roles with their mailing addresses and/or Account Manager contact info.
Parameters:
Account (optional) allows you to select one or more accounts to include in the report. The default (None selected) is to include all accounts.
Include Inactive Accounts checkbox determines whether inactive accounts are included in the choices for selection in the Account parameter. To see only active accounts, leave the checkbox unchecked (the default selection), and Select all from the Account parameter.
Claim Contact Role 1 and Claim Contact Role 2 (both optional) allow you to limit results to one or two specific claim contact roles.
Include Account Manager Info checkbox allows you to add contact info for the account manager if desired (it defaults to no/unchecked).
Include only accounts with these tags... (optional) allows you to limit results to accounts of a certain type.
Exclude accounts with these tags... (optional) allows you to exclude certain account types from the results.
Notes:
Contacts for inactive accounts, if included, have the account name highlighted in pink when the report is exported to Excel:
Results are sorted by Account Name.