01-25-2011 11:53 AM
I'm trying to design a letter template that will pull both company and contact information in.
So far, i can only bring in the contact information. I'd like to pull their companies information in for mailing purposes (i.e., address, company name, etc..)
When i open the "Add Mail Merge Fields" and "Select Field Type", it only shows: Contact, Label and My Record.
How can i pull the company information in?
Thank you for taking the time to read this and help me.
01-25-2011 12:14 PM
Only the Contact information pulls into letter templates. You would need to write a report to pull from more than one entitity.
04-26-2012 09:38 AM
Were you able to solve this? It appears that writing letters or using the mail merge will ONLY point to the info in Contacts and not Groups or Companies. The people that we purchase this through have an "Advance Mail Merge" that allows you to write using fields in Companies and Groups but not both. I'm working on revamping our database but it seems like a waste of time.