Using BCM-only fields in mail merge

[Thorbjorn Sundboe]

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.

I would like to add fields either from the BCM products database or from an
opportunity registered under an account. Possible? How?

Cheers, Thorbjorn

 

[Sue Mosher [MVP-Outlook]]

Did you try starting the merge from Outlook with the Tools | Mail Merge
command?

 

[Thorbjorn Sundboe]

This is exactly how I invoked the merge, yes.

Did you try starting the merge from Outlook with the Tools | Mail Merge
command?

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Sue Mosher [MVP-Outlook]]

Which fields from the BCM view were missing?

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[Guest]

I am making a mail (snail) as you discribe - I am using the data from the
account but missing the name of the primery person (from businescontact)

 

[Thorbjorn Sundboe]

Which fields from the BCM view were missing?

All fields in Product Master List (Product Name, Description, Unit Price). I
also cannot use insert fields from an opportunity registered on the Account.

Cheers, Thorbjorn

 

[Thorbjorn Sundboe]

This field appears for me - did you remember to select the Primary Contact
in the drop-down list under the account?

 

[Thorbjorn Sundboe]

It is called "Primary_Contact". Your could insert that manually and see if
you can do a merge.

Cheers, Thorbjorn

 

[Thorbjorn Sundboe]

Are you able to see fields from product database? In that case, could you
give me the names of the fields in the Product Master List (Product Name,
Description, Unit Price?

 

[Guest]

I tried that - but it is empty - when I export dato - into excell I also
cannot get it inte that file ! - I am working with a danish version !