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New Member
Posts: 2
Registered: ‎09-17-2009

Mail Merge with Opportunity data

Has anyone experienced problems merging opportunity data to a template in 7.5? I am just trying to create a sales order template to display the current opportunity information. I can't even seem to get the opportunity product field to display any data. I know I've gotten this to work in the past, so I must just be forgetting something. Any help would be appreciated.
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Nickel Contributor
Posts: 56
Registered: ‎03-26-2009

Re: Mail Merge with Opportunity data

Because a merge has to be against a contact or a lead - you actually have to do the merge against an opportunity contact and then make references back to the opportunity.

 

Don't forget you can always do local joins in the field selector...

 

ws

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Mail Merge with Opportunity data

Got a contact in Opportunity Contact? You have to have one. Merge is Contact/Lead oriented.
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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
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New Member
Posts: 2
Registered: ‎09-17-2009

Re: Mail Merge with Opportunity data

I have an opportunity contact. I was trying to insert a SQL table that links on the Smiley Surprisedpportunityid field, but it doesn't return anything. I guess the part that I am not seeing is how to link the mail merge for a contact to a specific opportunity. BTW I am looking at the opportunity when I attempt the mail merge.
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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Mail Merge with Opportunity data

We do this every day.. On the opportunity and do a merge. All of our quotes and proposals are done this way. We're using OOTB features.. nothing customized.

  

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RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
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Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Mail Merge with Opportunity data

It's an Opportunity Merge, NOT a Contact Merge.......
RJ Samp