Selecting a Contact

When you want to write an email message, or use a template to write a letter, fax, or email message to a single contact and the focus is not currently on a single contact, you must use the Select Names dialog box to select a contact to receive the correspondence.

Note: If you want to send correspondence to all the contacts associated with the account or opportunity, you must use Mail Merge.

To select a contact:

In the Select Names dialog box, a list of contact names associated with the account or opportunity is displayed.
Based on the type of correspondence you are writing, perform one of these actions:
- If you are using a template to write an email message, letter, or fax, select a contact name, and click Merge.
- If you are not using a template to write an email message, select a contact name, then click To, CC or BCC. The contact name is displayed in the box. Click OK.