A different approach - merge 3 contacts to one word template

[Kevin Chieff]

We're trying to create a word document into which MS CRM would merge 3
different contacts at the same account onto a single sheet - think of
a quote where these is a Bill to Person, Ship to Person and a Sold to
Person.

Kevin

[LeonTribe]

Post by Kevin Chieff
We're trying to create a word document into which MS CRM would merge 3
different contacts at the same account onto a single sheet - think of
a quote where these is a Bill to Person, Ship to Person and a Sold to
Person.
Kevin

It's called a directory mail merge and they're notoriously difficult
to set up in Word. It is probably easier to create an SRS report.

Leon Tribe
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