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