I was asked a question about mail merge fields today and if custom fields can appear in the address part of the mail merge and into the mail merge document in general. I don’t do much mail merging so I usually have to try it out myself.
So I ran through the process using some dummy data and then going through a mail merge. The good news is you can change the address information by choosing what information matches with the defaults it’s expecting, you basically change the mapping.
If you do a mail merge and then wonder why you new custom fields haven’t come across then you need to click the data fields which allows you to chose what fields are brought into the mail merge document.
Any talk from me, here are the screen shots which will be a lot more helpful.
Filed under: CRM 2011, mail merge

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