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A few years back we opted to buy Integra4Notes. It provides all sorts of interesting reporting capability including mail merge to email. If you're going to do much of this, it's a good tool
I have no relationship with I4N other than being a happy customer. The product is great and the support has been wonderful.
Feedback response number WEBB9AZPQ4 created by ~Martha Lopjipyskioden on 08/28/2013