- Sending Letters from Opportunities
- Posted by JohnnyA on September 2nd, 2005
It seems that you can send an email from a template as an action from an
opportunity, but not a letter. Please advise.
Thanks
- Posted by Jim Prendergast on September 2nd, 2005
Yes, I would like to be able to do this too
Jim
"JohnnyA" wrote:
- Posted by MattNC on September 2nd, 2005
You can do merges with Word from the Sales For Outlook client, but not from
the web UI.
--
Matt Wittemann
http://icu-mscrm.blogspot.com
"JohnnyA" wrote:
- Posted by Support www.MSCRM-ADDONS.COM on September 5th, 2005
We provide an Add-On called "WordMailMerge for MS CRM" which
gives you the possibility to generate letters directly out of the MSCRM
WebClient.
You are able to define for each entity(Contact,Opportunity,account,..)
different
word templates and you will be asked which template you want to use for
writting the letter.
SO with this Add-ON it is possible to generate a letter with only one click
on the
opened contact,account,..-form.
After generating the word document it is posible to create a letter activity
to
the open contact,account,.. and add the whole document as note.
If you are interested go to www.mscrm-addons.com and download a
trial-version!
--
___________________________________
support@mscrm-addons.com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM
"JohnnyA" <JohnnyA@discussions.microsoft.com> schrieb im Newsbeitrag
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