If you want to send a form letter to a specific group of customers, first select the accounts.

1. Go to Base > Accounts > Search >  Accounts.
2. Select your target group via category, keywords, postcodes, etc., and click on  Search (Searching for accounts). Searches that are used more often, call them up again in the search dialogue via  Last searches and save them  as Favouritesin order to be able to carry out the same search again at any time on the basis of current data.
3. A list of all addresses matching the search criteria will open.
4. Right-click to open the context menu to further edit or refine the list via filters if necessary ( Show selected records,  Show in new window or  remove)
5. To forward the list of addresses found to another team member, click on Lists > Transferin the horizontal toolbar.