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RIA Operators

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Mail Merge
Hi! Our team is working on capital call communications that require client‑specific emails. We’ve successfully built the merge template, but we’re running into an issue with the sending address. Ideally, these emails need to come from our team inbox rather than an individual mailbox. The Mail Merge can only send from Outlook’s default account. Does anyone have any insight?
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Sami O'Shaughnessy
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@sami-oshaughnessy-2938
Technology Operations Specialist

Active 12h ago
Joined Mar 17, 2026
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