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Mail Merge Templates - Document name RRS feed

  • Question

  • I have completed the first trials of our mail merge using a template I've created but I was hoping that the document contained within the note of the activity/history would have been the same name as the template. However, the document name is simply something like MailMergeDoc.doc.

     

    Is there a way to have the mail merge document going back to the activity/history saved using the name of the template? It makes it easier to follow the history if we can see at a glance what the merged document actually is (without having to open it).

     

    Thanx in advance for any suggestions

    Monday, September 15, 2008 2:06 PM