Outlook Client Mail Merge - Custom Properties RRS feed

  • Question

  • Hi,

    I have found quite an obscure issue with the Mail Merge feature, and am wondering if anyone has any ideas as to why this might be happening.

    I have created a Word 2007 template which I intend to use within the "Mail Merge" feature from the Outlook Client.
    I have given this template some custom "Document Poperties".
    I uploaded this template to CRM as a "Personal Mail Merge Template".
    If I then use this template to do an actual mail merrge, it opens up in Word 2007 without any problems.
    If I then edit the template within Word 2007, and choose the "Upload Template to CRM" option, (to save my updated template back to the "Personal Mail Merge Template" library), it saves OK, but when I later come to re-use this template, I find that the custom Document Properties have disappeared.
    i.e. the "Upload Template to CRM" seems to have wiped out the custom Document Properties.

    Is anyone able to re-create this problem and/or have any suggestions about why it might be happening ?

    Many Thanks

    Monday, May 12, 2008 10:48 AM


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