Mail merge with BCM fields

T

Thorbjorn Sundboe

Trying for a second time to get help on this topic:

I would like to be able to merge data from the BCM database into a form
based upon a selected contact. This basically works for me, but I need to
insert more fields into my templates than appear in the Insert-Merge-Field
dialog box in the mail merge wizard invoked through Tools | Mail Merge.

I would like to insert fields from Product Master List (Product Name,
Description, Unit Price) and fields from an opportunity registered on the
Account.

Cheers, Thorbjorn
 
T

Thorbjorn Sundboe

Yes, that is a good page, but I only need to pull information out of
database fields that exist already, I do not need to add new ones.
 

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