CRM Forum Tag: mail merge

CRM Forum Tag: mail merge http://forum.crmreports.com/ User-to-user CRM related forums en Sun, 01 Aug 2010 01:58:18 +0000 UG Bot on "Create activities (mail merge) when using the web client" http://forum.crmreports.com/topic/create-activities-mail-merge-when-using-the-web-client#post-1960 Thu, 11 Sep 2008 17:09:14 +0000 UG Bot 1960@http://forum.crmreports.com/ Newsgroup subject: Re: Mail Merge Activity Archived from: microsoft.public.crm Author: Andrew Liu Hi Chris, Do your tool can run Mail merge? -- MS CRM consultants at Melbourne Visit my CRM blog at <a href="http://melbournecrm.spaces.live.com/" rel="nofollow">http://melbournecrm.spaces.live.com/</a> UG Bot on "Create activities (mail merge) when using the web client" http://forum.crmreports.com/topic/create-activities-mail-merge-when-using-the-web-client#post-1883 Wed, 10 Sep 2008 09:36:49 +0000 UG Bot 1883@http://forum.crmreports.com/ Newsgroup subject: Re: Mail Merge Activity Archived from: microsoft.public.crm Author: ChrisC Hi Andrew, Our inexpensive VEM add-in enables you to use standard email templates and datafields in quick and normal email campaign activities by utilising a merge-send plug-in - plus much more besides. See <a href="http://www.vizola.com/vem." rel="nofollow">http://www.vizola.com/vem.</a> -Chris <a href="http://mscrm4u.blogspot.com" rel="nofollow">http://mscrm4u.blogspot.com</a> UG Bot on "Create activities (mail merge) when using the web client" http://forum.crmreports.com/topic/create-activities-mail-merge-when-using-the-web-client#post-1873 Wed, 10 Sep 2008 08:23:15 +0000 UG Bot 1873@http://forum.crmreports.com/ Newsgroup subject: Mail Merge Activity Archived from: microsoft.public.crm Author: Andrew Liu Is it possible to create activities (mail merge) when using the web client to do a mail merge? I know when we use Outlook client we can do it. Thanks Andrew -- MS CRM consultants at Melbourne Visit my CRM blog at <a href="http://melbournecrm.spaces.live.com/" rel="nofollow">http://melbournecrm.spaces.live.com/</a> UG Bot on "Mail merge campaign didn't go through (CRM 3.0)" http://forum.crmreports.com/topic/mail-merge-campaign-didnt-go-through-crm-30#post-1849 Wed, 10 Sep 2008 07:34:10 +0000 UG Bot 1849@http://forum.crmreports.com/ Newsgroup subject: trouble with bulk email mail merge Archived from: microsoft.public.crm Author: Elisa Hi, I have all the correct premissions to bulk email but when I try to do a campaign with a word doc, it looks like the campaign went through but it didn't, why? Is there something I need to setup for this (ex. a box I need to check that allows bulk email mail merge)? UG Bot on "Move Spouse/Partner to the Business Contact group by customizing form" http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1756 Sat, 06 Sep 2008 15:54:46 +0000 UG Bot 1756@http://forum.crmreports.com/ Newsgroup subject: Re: Dealing with couples with different last names Archived from: microsoft.public.outlook.bcm Author: Byrun #For a full answer I would need to know what sort of mailings you send out but from my work dealing with about 3000 contact I have, a full mailing of general information on A4 sheet folded once (easier to put into envelope taking into account UK postal rates on size of envelope.) with a sticky address label attached. For individual letters what about window envelope rather than trying to match up address printed envelopes with the customized letter. How you hold the data? Well there are several ways, the easiest is to use 4 fields slightly different from their original purpose like you do for first name. field 1 john field 2 SMITH field 3 jane field 4 JONES ( That shouls give you Dear <field 1> & <field3> (possible for some condition if field 3 was blank! You would need to have conditions on the records within mail merge for address as well so (do you export the data to a comma separated file) IF <field2>=<field 4> then print <field 1> & <field 3> <field2> IF <field3>=<field4>="" (ie blank) then print <field1> <field2> just 1 person on mail shot etc i hope you get the idea. What you have to be consistent is the data for each fields Also are you not bothered with their initials or titles, another minefield mind you. As long as you are happy with the formality/informality of your letters you can use in your mailings I think there is a solution. If you want email me evans28vc[at]btinternet.com (CREWE UK) happy to help =============================================== UG Bot on "Create workflow on MS CRM 4.0 to create a mail-merge document" http://forum.crmreports.com/topic/create-workflow-on-ms-crm-40-to-create-a-mail-merge-document#post-1612 Wed, 03 Sep 2008 19:04:41 +0000 UG Bot 1612@http://forum.crmreports.com/ Newsgroup subject: Workflow to create documents in Sharepoint Archived from: microsoft.public.crm Author: Roger Hi! I recently got a question if it's possible to create a workflow on MS CRM 4.0 where the workflow should create a mail-merge document (filled with info from the actual contact) and then place it in a Sharepoint document library. Is that possible? Kind Regards UG Bot on "Move Spouse/Partner to the Business Contact group by customizing form" http://forum.crmreports.com/topic/move-spousepartner-to-the-business-contact-group-by-customizing-form#post-1567 Wed, 03 Sep 2008 17:44:46 +0000 UG Bot 1567@http://forum.crmreports.com/ Newsgroup subject: Dealing with couples with different last names Archived from: microsoft.public.outlook.bcm Author: Jake I was wondering how other enter contacts with different last names? Right now, I enter spouses with the same last name like this: Last Name: Smith First Name: John & Jane So the name displays as: John & Jane Smith However, this does not work for couples who do not share the same last name. I thought about using the Spouse/Partner field under the details section. However, to make this a viable option, I need to be able to move that from the Personal Information Group to the Business Contact group in the Customize Form option. Is this possible? Does anyone have any better/other solutions? I do a lot of mail merges, so the solution must be able to display the full name of both contacts on letters/envelopes. First names only would be a plus too for letters. UG Bot on "Most of the Contacts do not make it into the mail merge list" http://forum.crmreports.com/topic/most-of-the-contacts-do-not-make-it-into-the-mail-merge-list#post-1559 Tue, 02 Sep 2008 17:59:47 +0000 UG Bot 1559@http://forum.crmreports.com/ Newsgroup subject: Mail Merge results not correct Archived from: microsoft.public.crm Author: Terry Hello I am using CRM 4.0 with Office 2003 SP3. My problem is that when I do an Advance Find and select Mail Merge into Word most of the Contacts do not make it into the mail merge. My Advance Find results in around 304 records so I am not sure if that is the problem. Is there a hot fix I might be missing? I have tried to repair both CRM and Word and nothing works. -- Thanks UG Bot on "Unable to create mail merge templates in Word - missing CRM button" http://forum.crmreports.com/topic/unable-to-create-mail-merge-templates-in-word-missing-crm-button#post-1307 Wed, 27 Aug 2008 17:54:48 +0000 UG Bot 1307@http://forum.crmreports.com/ Newsgroup subject: Re: CRM button not available in Word mail merge templates Archived from: microsoft.public.crm Author: Aamir Bashir all i can say is to close the outlook and then try to do it from webclient and inform us. ------ Aamir Blog = <a href="http://mscrmsupport.wordpress.com/" rel="nofollow">http://mscrmsupport.wordpress.com/</a> UG Bot on "Unable to create mail merge templates in Word - missing CRM button" http://forum.crmreports.com/topic/unable-to-create-mail-merge-templates-in-word-missing-crm-button#post-1306 Wed, 27 Aug 2008 17:54:24 +0000 UG Bot 1306@http://forum.crmreports.com/ Newsgroup subject: CRM button not available in Word mail merge templates Archived from: microsoft.public.crm Author: Rob Landolt Hi all, I've got a weird situation in a 4.0 CRM deployment where users are unable to create mail merge templates in Word because the CRM button does not appear in the menu bars unter mailings or add-ins. Is there a way to force this add-in to Word? Or could something be blocking the add-in for everyone? This affects all users in the deployment and they are all using Office 2007. Thanks Rob