A mail merge template that should group the Quote products based on ‘Product Type’ (field in Product record - ProductTypeCode)

• Question

• 

  

  0

  Sign in to vote

  Hi Experts,

  Please let me know how can we achieve this.

  Requirement – A mail merge template that should group the Quote products based on ‘Product Type’ (field in Product record - ProductTypeCode)

  Example:  Consider a Quote with name:  CRM Quote

  Two Quote Products associated to it  -

  Quote Product 1:

  Name : CRM 2011

  Product Type : Year2011

  Quote Product 2 :

  Name : CRM 2013

  Product Type : Year2013

  Result:

  We want the mail merge document look like below.

  Year2011
  CRM 2011	$1000

  Year2013
  CRM 2013	$3000

  Note:  Year2011, Year2013 are group name and CRM 2011, CRM 2013 are product name

  Thanks,

  Palani

  Tuesday, February 4, 2014 9:16 AM