Merge to Excel Template

[Kevin Chieff]

Does anyone know of a way to merge one contact to a pre-defined Excel
template?

The user would:
1. lookup a particular contact
2. Click to merge the contact name, address, etc to an Excel template
- the fields would not be left to right, filling one excel row -
picture a letterhead in Excel.

TIA,

[LeonTribe]

Post by Kevin Chieff
Does anyone know of a way to merge one contact to a pre-defined Excel
template?
1. lookup a particular contact
2. Click to merge the contact name, address, etc to an Excel template
- the fields would not be left to right, filling one excel row -
picture a letterhead in Excel.
TIA,

The only way I can think of doing a similar thing is to dynamic export
all contacts to excel and then on a second worksheet have a user input
cell where you put in the contact name. A vlookup then pulls in the
relevant information. If you have more than 10000 contacts the list of
contacts will be cut off. For on-premise you can hack the Excel query
string.

http://leontribe.blogspot.com/2009/01/reporting-in-crm-with-excel.html

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe