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I am having a intermitting problem when attempting to mail merge quotes. I have a number of fields coming through too the word document however, the <<Total_Amount>> value only comes through on one of the quotes I tested on. I cannot see any difference between this quote and the many others, I have even tried another quote from the same opportunity (as the one quote that it does come through on).
See below that I can actually see the data coming through on every quote I try, but it never gets printed to the word document:
The field tag is on the word document:
Do quotes need to be in a particular state for this field to come through?
Note: Other fields including currency fields are coming through and working fine.
Thanks in Advance for any help.
You need to go to the Mail Merge templates.
Settings-->Templates-->Mail Merge Templates
Select the template that you are using
A dialog box will open,
Look for the Data Fields Button and click on it.
For the record type select Quote.
Scroll down find Total Amount and place an Check mark.
click the OK Button.
click the Save and close Button
that should solve the problem
Thanks for your reply _damon,
The "Total Amount" field is already checked. This doesn't explain why it is happening on a particular quote and not others. As you can see (from my screenshot) the total amount field data is coming through to the word doc it is just not being populated on the word doc.
Still no further forward with this issue
Closing this off - I have discovered the problem to be a well known issue with using <<Next Record>>
I would love to know what this issue was?
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