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Create a self -filling template/form RRS feed

  • Question

  • Hello,

    We have just implemented CRM and utilize Service Events Attendees to enter participants in our courses.  Ideally I would like a way to create a template certificate which would be autofilled out by the data entered as an Attendee. I would set-up a template in Word.

    Does anyone know how we would have this autofill functionality work?Thanks,

    Borg

    Wednesday, March 19, 2014 4:31 PM

Answers

  • Hi,

    If you enable your attendee entity for mail merge - you can use the mail merge functionality - http://inogic.com/blog/?p=170

    Hope this helps,

    Scott


    Scott Durow
    Blog www.develop1.net    Follow Me
    Rockstar365
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by Borg2of6 Thursday, March 20, 2014 2:51 PM
    Wednesday, March 19, 2014 9:20 PM
    Answerer
  • Thank you Scott.  We are trying this!
    • Marked as answer by Borg2of6 Thursday, March 20, 2014 2:51 PM
    Thursday, March 20, 2014 2:50 PM

All replies

  • Hi,

    If you enable your attendee entity for mail merge - you can use the mail merge functionality - http://inogic.com/blog/?p=170

    Hope this helps,

    Scott


    Scott Durow
    Blog www.develop1.net    Follow Me
    Rockstar365
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by Borg2of6 Thursday, March 20, 2014 2:51 PM
    Wednesday, March 19, 2014 9:20 PM
    Answerer
  • Thank you Scott.  We are trying this!
    • Marked as answer by Borg2of6 Thursday, March 20, 2014 2:51 PM
    Thursday, March 20, 2014 2:50 PM