Merging Records with REI PrintMail Integration
You may have noticed when you are getting ready to send a campaign to REI PrintMail of a pop up that alerts you which looks like the following:
Since you will be sending records directly to REI PrintMail for verification one thing you want to note is how records are being processed.
For instance, the Investment Dominator will consider a duplicate record if the mailing address is exactly matching another record. Now this will matter if you notice a couple at the same mailing address. The system will prompt you to select the records for merging before moving forward.
You will also notice that after selecting the records you wish to merge it will then bring up the same merging screen used throughout the Investment Dominator.
Make sure that the data you want to keep is in the middle and you get all needed information transferred over.