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Luther,
I am willing to write my own macro to fetch the history data. Do you know
where I can find the database field names so I can get to them?
Thanks
"Luther" wrote:
I am willing to write my own macro to fetch the history data. Do you know
where I can find the database field names so I can get to them?
Thanks
"Luther" wrote:
> On May 6, 12:10 pm, joesmith <joesm...@discussions.microsoft.com>
> wrote:
> I think mail merge in Word is only going to let you access items in
> contacts folders. If you want to access some other data you'll need to
> write your own mail merge macro that will fetch that data.
>
> As an alternative, perhaps you can add a custom field to the contacts
> with the value of their latest opportunity and that field may be
> accessible in Word with the contact.
>
> wrote:
> > I am trying to do a mail merge where I write a letter to a contact and
> > include a thank you for their past order of $xxx. I can get all the contact
> > information, but can't access the dollar amount of their last opportunity.
> > It seems that there are two different tables in BCM and I can't access the
> > communications history table when doing a mail merge. Any suggestions?
> > > include a thank you for their past order of $xxx. I can get all the contact
> > information, but can't access the dollar amount of their last opportunity.
> > It seems that there are two different tables in BCM and I can't access the
> > communications history table when doing a mail merge. Any suggestions?
> I think mail merge in Word is only going to let you access items in
> contacts folders. If you want to access some other data you'll need to
> write your own mail merge macro that will fetch that data.
>
> As an alternative, perhaps you can add a custom field to the contacts
> with the value of their latest opportunity and that field may be
> accessible in Word with the contact.
>
| 06 May 2008 | need info from both contact and history tables | .joesmith |
| 07 May 2008 |  Re: need info from both contact and history tables | .Luther |
| 08 May 2008 |  Re: need info from both contact and history tables | .joesmith |
| 09 May 2008 | Re: need info from both contact and history tables | .Luther |
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