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Help creating letter template merging information for multiple contacts for insertion within document

New Member
Posts: 1
Country: USA

Help creating letter template merging information for multiple contacts for insertion within document

I am trying to create a template for a document that will incorporate information from multiple contacts. I was thinking maybe assigning relationships to the contacts or linking them in an opportunity. Thanks in advance for your help.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Help creating letter template merging information for multiple contacts for insertion within document