Dear all;
i have a filed on quote product name as optional (yes/no) where i can select the field as option yes or no i want to design a mail merge template by the grouping of all the product according to the option field.please advice
Thanks
This might be helpful:-
http://mscrm-workarounds.blogspot.co.uk/2011/05/mail-merge-quote-grouping-products-by.html
Regards Faisal