09-06-2013 10:20 AM
Anyone know if it is possible or how to create a mail merge (Outlook& Act! 2013) using Opportunity Fields?
David
09-07-2013 08:07 AM - edited 09-07-2013 08:08 AM
Hey David,
Not sure what version of outlook you are using but try this?
In Opportunities module - select from left nav bar option - view all opportunities
then from the top toolbar, select;
Lookup
advanced query
select deisred fields and values, preview your query to see results, then run query to create lookup
then
from top toolbar select
Write
Mail Merge
go thru the wizard steps and select option to use Lookup stuff
Hope that works- not 100% certain.
Cheers - FSB
09-09-2013 05:50 PM
Hey Bill,
This should work fine, I am using Outlook 2010.
Thanks.
Cheers,
David