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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.

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.





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

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