How to do Zoho CRM mail merge via Microsoft Word to select group of contacts
I'm new to Zoho and starting to discover that maybe its not as flexible as I thought. But I'll ask this hoping I'm just too new and don't understand how things are done.
I want to use my CRM data in Zoho to print our letters, labels, envelopes, etc for direct mail. I have a custom field in my contact records that I use to decide who gets what types of mail. I want to use the field to select the contacts to merge.
I installed the MS Word Plugin and got that set up fine.
I've created a template using Zoho fields and uploaded it to Templates in Zoho. No problem there.
I now want to generate the mail merge and select contacts. Unfortunately, the interface doesn't give me what I want. The contact drop down just gives me a limited set of contacts (recently added, all, etc). I can only search on name fields in the search bar. I only see 50 contacts at a time.
What I want is to say "select all the contacts where the custom field has the value of X or Y or Z". Is there a way to do that in the Zoho mail merge within Word? Can I do that within Zoho CRM itself?
You would think contact record selection would be a key feature of a mail merge and would allow for this kind of thing.
Any advice or instruction would be much appreciated.
Thanks.