CRM 4 - Mail Merge and More Addresses RRS feed

  • Question


    I need to be able to access the 'more addresses' addresses in a mail merge. I can not figure out how to do this. Any help will be appriciated.



    Monday, November 10, 2008 5:10 PM


  • The current out of the box mail merge doesn't support acesses to the "more addresses" data.

    Some options:

    1. Use Advanced Find on "Addresses" and display the Parent Account or Contact info, export that list to excel and then trigger a Word Email Merge

    2. Look for 3rd Party Mail Merge solutions

    3. Custom develop this via SDK

    Good luck.
    • Marked as answer by Jim Glass Jr Thursday, April 2, 2009 8:44 PM
    Thursday, April 2, 2009 6:51 PM