Community
Showing results for 
Search instead for 
Do you mean 
Reply

Programmatically call Quote Mail Merge

New Member
Posts: 4
Country: United_Kingdom

Programmatically call Quote Mail Merge

Hi,

 

Can anyone tell me if its possible to programmatically call the standard Sage ACT! 'Create Quote' mail merge functionality from a custom button ideally from the Opportunity Detail form.

 

many thanks

 

Clare

 

 

 

Employee
Posts: 1,163
Country: USA

Re: Programmatically call Quote Mail Merge

Take a look at the UICorrespondenceManager Class, it contains all the methods for the various types of mail merge including a quote.

Matthew Wood
Act! SDK Support
Community Moderator
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Programmatically call Quote Mail Merge

 

Check out the opportunity manager object

 

Me.HostApplication.UIOpportunityManager.CreateQuote("")

 

-- Jim Durkin