Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

Lead Mail Merge Template OOTB

Status: Delivered in 8.0
by Employee on ‎02-06-2012 02:25 AM

We need to supply a Lead Mail Merge Template OOTB and in Eval.

 

It always catches people out as they can't figure out how to Mail Merge to Leads as it is greyed out until a Template based on the LEAD table is created.

 

Simple, but would stop that question.

Comments
by Employee
on ‎02-06-2012 02:29 AM

It would be good also, if when you create a LEAD template, it did NOT place CONTACT fields by default into the template.

by Employee
on ‎03-05-2012 09:34 AM

Sage SalesLogix 8.0 will have out-of-the-box Lead templates, with Lead fields.

 

Thanks

 

Mike

by Moderator Moderator
on ‎03-17-2012 12:03 PM
Status changed to: Accepted
 
by Moderator Moderator
on ‎07-27-2012 04:17 PM
Status changed to: Delivered in 8.0
 

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels