CRM 4.0 Mail Merge ( Quote & Products )

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Posted on by Mohammed jamous

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Hello all,

I have small problem in mail merge.

I was able to create the template and place all the datafields successfully but the problem is if i have multiple Products in my Quotation and want to display them as below :-

Product Number Product Name Price

Total Amount

I can't. because only the first product appear.

So what's the problem ?

Thank you in advance.

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Mohammed jamous 340 on at

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Guys any Help ?

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Leon Tribe 7,034 on at

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Hi Mohammed,

If you want to bring multiple child records into a mail merge you'll need to do a directory mail merge (google for tips). It is hard though so it may be easier to create an SRS report.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/or hear me tweet @leontribe

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