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Skilled Commentator
Posts: 32
Registered: ‎09-08-2010

SLX WEB Version 7.5.4.7097 to Version 7.5.4.7097 Right Arm Mail Merge - Meet Left Arm

 

In the BULK mail merge, the merge creates a  "Letter" history record with the MS Word document attached on the attachment tab of the history record.. That feature works great!

 

In a one-off mail merge (Write->send letter using...), the merge creates a "Letter" history record WITHOUT the MS Word document attache don the attachment tab of the history record. However, it does attach the MS Word document on the "attachments" tab on the contact.

 

How this one got pass Sage's Q/A? This is absolutely not user friendly and the one-off mail merge should be corrected to work like bulk.