Tech Support > Microsoft Windows > Windows CRM > Mail merge - Quotes via e-mail
Mail merge - Quotes via e-mail
Posted by Jacob Mondrup - Vivant IT Management on August 6th, 2007


Hi

A costumer want to send quotes via e-mail and a default e-mail template.

How can I:

1. Add the company's logo in the template? Insert a image, or maybe insert a
html link and place the image on a web server?
2. In the template we want to merge the products from the quote, and not
only the quote-amount.


Thanks for you help.

Best regards

Jacob Mondrup
www.vivant.dk
Denmark


[logo]

{Costumer name}
{Costumer address}
{Costumer zip and city}

Dear {Full Name}

Posted by Jacob Mondrup - Vivant IT Management on August 7th, 2007


OK.

The first problem was easy. Sorry to bother you: Just copy/past from a
website. Then CRM will insert the html code to the logo on the web.

But the second problem is still not solved:

How can I merge information of the the products on the quote into the the
e-mail?


regards

Jacob Mondrup


"Jacob Mondrup - Vivant IT Management" <jm@vivant.dk> skrev i meddelelsen
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