Hi,
My customers very often use the integrated Mail Merge functionality that comes with BC CRM Interactions. They use it for Customer visit reports, Complaint registrations and so on. Just create an Interaction template with a Word attachment, define some merge fields (select from available ones), save the template with Word attachment and off we go.
In the RTC for BC (CU 03) this still works as expected. However, the web client seem to have limitations here. When creating a new interaction of the mail merge type, I am now asked 'Do you want to export attachment to view or edit it externally?' If I choose 'Yes' the Word document is opened, but no data from BC is used to create the merge field in the document. When choosing 'No', the Interaction log entry is simply created without having merged anything.
When will this be fixed? Hopefully in one of the CU's issued in the next months, since I'm actually implementing BC for one of my customers that will be relying on this feature heavily. I just convinced my customer to start using the Web client only, so please do not force them to go back to the RTC again.
Regards,
Michiel
