Tech Support > Microsoft Windows > Windows CRM > Creating a new excel template like SFO quote mailmerge template
Creating a new excel template like SFO quote mailmerge template
Posted by Arch on May 17th, 2004


I want to create an excel template for calculation purposes on quote
form.

Print Quote for customer on SFO lets you create a word mailmerge
template. Just like that I want to create a custom menu item which
will let me bring up an excel template, on which I can do calculations
and pass that calculation back to quote. Any pointers on how do do
this ?

Thanks in advance for the help.


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