Choosing contacts by tag or notes for Newsletter

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nodrog
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Choosing contacts by tag or notes for Newsletter

Post by nodrog »

I have just started to use the newsletter tool and I have a list of around 240 contacts in one group.
Of these I need to select around 30 older ones which I marked in the Notes section of their entries with the word "Weekly". Tags were not available in EPIM when I was entering these contacts. It is very time consuming to find each separately in the Newsletter dialogue so I tried to create a new Group called Weekly.
I can select them in the normal Contacts module via Search, but if I then try to add the selected items to a new group it just locks up EPIM.
Can you suggest any other way of either tagging or grouping them once Search has highlighted them?

Thanks
Thanks
Gordon

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Re: Choosing contacts by tag or notes for Newsletter

Post by admin »

The best way would be to add all these contacts into a new Group like you initially wanted. How do you add the found contacts into the new group? The easiest way is to use drag&drop for the selected items.
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Re: Choosing contacts by tag or notes for Newsletter

Post by nodrog »

Thank you. That was what caused EPIM to stall, though.
I looked at Task Manager and it seemed as though EPIM was trying to open each contact to send an email.
I didn't take a screen shot as I was keen to stop the process before it did anything serious.
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Re: Choosing contacts by tag or notes for Newsletter

Post by admin »

Please try again, could have been a temporary glitch.
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Re: Choosing contacts by tag or notes for Newsletter

Post by nodrog »

OK, I'll try with a small group.
Thanks
Gordon

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Re: Choosing contacts by tag or notes for Newsletter

Post by nodrog »

Well, I tried with a few contacts from those showing in the Search results, and dragged them successfully into a new subfolder of the original group.
This worked without problems, but they were moved rather than copied, so they no longer showed up in their Parent group. I've moved them back.
If I try "Add Contacts" from the new Group dialogue I am not able to select from search results.

If you have any other ideas I'd be grateful.
Thanks
Gordon

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Re: Choosing contacts by tag or notes for Newsletter

Post by admin »

You need to either hold down the Ctrl key while dragging and dropping the contacts from one sub group to another or drag and drop them from My Contacts the usual way.
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Re: Choosing contacts by tag or notes for Newsletter [Solved]

Post by nodrog »

Thank you!
The Ctrl drag method is exactly what I needed.
I must have missed this crucial info in the Help file.
Thanks
Gordon

EPIM Pro latest version, Win 10 Pro 64 bit
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