Mail Merge in BCM

G

Guest

I can do the mail merge (a letter posted mail / word doc ) in BCM part OK.
But I cant get the mail merge to leave note in the record it has sent a mail
to.
 
L

Leonid S. Knyshov

Bates4567 said:
I can do the mail merge (a letter posted mail / word doc ) in BCM part OK.
But I cant get the mail merge to leave note in the record it has sent a
mail
to.


If it's sent through Outlook and auto-link based on e-mail is enabled, that
outgoing should automatically get picked up by the autolinker. You may want
to re-link the messages in your mailbox. I assume you have BCMV2 installed?

This would be completely independent of mail merge features, which is
clueless that it's dealing with BCM and not just plain Outlook.
 

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