How to Modify mail merge form in CRM 2013 Online

(0) Share

Report

Posted on by Community Member

Hi, Can anyone tell me if there is any way to modify the mail merge form?. i.e. when I select a record and click on the mail merge button the form pops up 'Select Mail Merge Type', then Select template etc.. I was wondering if there any way to set a default template to use for mail merge?? or to modify look up Organization mail merge template field..

Many Thanks

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Satish Tiwari - CRM on at

Like (0)

Report

You get an option to make template Default from CRM by navigating to Settings >> Templates >> More Action however, I'm not so sure if mail merge will select this template as Default automatically while performing mail merge

Was this reply helpful? Yes No