I recently had a problem ata customer site where Mail Merge Templates were being created without any problems but then not displaying in the list of available templates.
It turns out that someone had removed the language field from the form. Placing it back onto the form resolved the issue.
Hope this helps someone else seeing this issue...
Showing posts with label Mail Merge. Show all posts
Showing posts with label Mail Merge. Show all posts
Monday, July 13, 2009
Friday, January 9, 2009
Word Merge in CRM
Here is a link to a great article I found on merging to Word in CRM
http://www.ssw.com.au/SSW/Standards/CRM/RulestoBetterCRMMailMergeTemplate.aspx
Cheers
Rob
http://www.ssw.com.au/SSW/Standards/CRM/RulestoBetterCRMMailMergeTemplate.aspx
Cheers
Rob
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