- Mail merge template and relationships
- Posted by Anders Jeppesen on March 4th, 2008
Hello
I have made a new relationship there is making a lookup to accounts, and put
in the field on my Oppotunity form call Partner, I have no problems making a
lookup in that field and save the information.
Now I need to make a mail merge from my qoute, and I need to have the
address infomation in my Qoute, but I only have the name of the partner....
Hope you can help
--
Best regards,
Anders Jeppesen
MCP, MCTS, MPV
CRM Gruppen ApS
- Posted by George Doubinski on March 4th, 2008
Hi Anders,
may be http://crm.georged.id.au/post/2008/0...ail-merge.aspx can
help?
For more advanced solution without the restrictions look at
http://www.mscrm-addons.com/ (unlike my workaround it does have some cost
associated with it).
Hope this helps
--
George Doubinski
CRM Certified Professional - Developer
Blog: http://crm.georged.id.au/
"Anders Jeppesen" <AndersJeppesen@discussions.microsoft.com> wrote in
message news:40CD6EE3-DA5B-4A9C-ACA6-ED24B148A185@microsoft.com...
- Posted by Anders Jeppesen on March 5th, 2008
Hi All,
I found out that I just had to make a new template, so it got the new
relationship in the data grid.....so o problems anymore :-)
--
Best regards,
Anders Jeppesen
MCP, MCTS, MPV
CRM Gruppen ApS
"George Doubinski" wrote:
