1) Quick Parts merge fields are not available when Delivery method is
"Outlook". That is very strange as it seems that would be the easiest way
to add merge fields to a new mail compaign. Without having to create a word
doc first and go into other mojo that takes you out of the current context.
2) Why can't you just edit an existing Campaign without having to delete it
and create another one?
3) How come Delivery method "Word Email" and click "Edit" does not bring up
Word doc with the Merge codes already populated so you can create the
template at edit time? That seems more natural. Launch button should *only
do the merge automatically with the exiting template, not start word so that
you can edit the template again to insert the merge fields. This workflow
seems backwards.
4) Related to #3, editing/creating document should save it in the DB, not
the local drive. That way you can define shared templates for all db users
such as Labels, faxes, etc. If the templates where stored in the db,
scheduled reports/merges could be run at the server without local client UI.
PDFs and docs could be generated at the server.
5) It would be nice if "Delivery method" would show other options like
Labels or a Wizard to open Word in the Context of a label or fax, etc. Or
even better, open Word control at bottom of form so it shows you the little
label or letter right on the form and you can pick the field codes right
there. Again, you could save these templates in the DB for easy selection in
other campaigns.
5) As a general app feature, it would be nice to have a "How To" button in
upper right that we could add and extend in the "Current Context". I want
to be able to adds my own Steps (to create mail merge for example) instead
of emailing myself a note and trying to figure out where I stored it when I
need to ref it again.
Thanks. I am enjoying BCM so far and have imported our sales contacts from
ACT. Everything seems pretty simple except for merge (as above).
--wjs
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