locked
Need help with emailing quotes via mail marge, adding multiple products to mail merge and adding a product description!Please RRS feed

  • Question

  • Hi there, I am struggling with these 3 aspects of CRM. Firstly I have several existing products added to my quote, yet on mail merge only one product shows up, yet the customer has asked for three. Secondly when I try and click send email messages it says "you cannot send a catalog created by merging documents directly to mail, fax or a printer". Thirdly does anyone know of a way to add a product description to our quote? We have a very detailed product description for our quotes yet there is no mail merge button for this. Any help on these three topics would be much appreciated. thanks 
    Wednesday, November 27, 2013 2:49 PM

All replies

  • Hi there, I am struggling with these 3 aspects of CRM. Firstly I have several existing products added to my quote, yet on mail merge only one product shows up, yet the customer has asked for three. Secondly when I try and click send email messages it says "you cannot send a catalog created by merging documents directly to mail, fax or a printer". Thirdly does anyone know of a way to add a product description to our quote? We have a very detailed product description for our quotes yet there is no mail merge button for this. Any help on these three topics would be much appreciated. thanks 
    Wednesday, November 27, 2013 2:49 PM