I have a Master Client Email list (exported from our internal database) that I use regularly for things like newsletters, memos, etc. I also construct a monthly birthday greeting list (exported from our internal database) that I would like to import into CC to send greetings to clients with a birthday in that given month. Upon my first attempt, I encountered a problem. When importing a contact (i.e. Mary Smith) into a newly created Birthday Greeting list, Mary's name field is overridden with Mary & John Smith (pulled from the Master client list) because Mary and John share the same email. Result, the greeting went addressed to Mary & John when in fact, it was only Mary's b-day which is how it was listed on the spreadsheet I used to create the birthday list. My old program was able to accommodate for this. Is this something that CC can accommodate? Otherwise, I have to go in and manually change the name field on all of these records when using monthly birthday lists. If you have any questions, please feel free to contact me at 203.481.2684.
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