CRM 4.0 mail merge recipients list is blank?

[Shaun]

I am using CRM 4.0 and it is a big improvement on 3.0. I'm having trouble
with the mail merge though in that I select a recipient from the contacts
list, click on mail merge and select an organisation template (any of these).
I check the data fields and these are tiicked, but when I click OK and get
the Mail Merge Recipients window, the list is blank and when I complete the
merge, none of the fields are populated? Please help.

[Steve Luc]

We are experiencing the same issue, but it is not consistent. My user was
working fine, then it stopped working, then it worked, and now it is failing.

We have a contact open (or highlighted in the list view), select a template
that we know worked in the past. There is a window that sometimes shows the
data fields in a small popup table window, but row 1 is blank. When it
works, the row would have the contact's data.

Any ideas?
--
Steve Luc
Senior Consultant
InfoGrow Corp
[phone] x222

Post by Shaun
I am using CRM 4.0 and it is a big improvement on 3.0. I'm having trouble
with the mail merge though in that I select a recipient from the contacts
list, click on mail merge and select an organisation template (any of these).
I check the data fields and these are tiicked, but when I click OK and get
the Mail Merge Recipients window, the list is blank and when I complete the
merge, none of the fields are populated? Please help.

[Vicky P]

I have had this same problem. I found that new records that had been
directly inserted into crm 4.0 after the upgrade worked fine.

I then found that all converted data from 3.0 were set to "Do not
allow" Mail. I updated all records through a workflow and it not works
fine. Recipient list functions as normal.

Let me know if this helps.

[unknown]

Hi Vicky and others,

I have the very same problem but your fix doesn't help in my case.

After CRM migration from 3.0 to 4.0, records aren't shown in the recipients list of the Mail Merge. (Newly created records are shown). I set the field donotemail and donotbulkemail of all the records to allow, but still.....no records in the recipients list.

Any suggestions?



Vicky P wrote:

I have had this same problem.
24-May-08

I have had this same problem. I found that new records that had been
directly inserted into crm 4.0 after the upgrade worked fine.

I then found that all converted data from 3.0 were set to "Do not
allow" Mail. I updated all records through a workflow and it not works
fine. Recipient list functions as normal.

Let me know if this helps.

Previous Posts In This Thread:

On Monday, April 07, 2008 1:30 PM
Shau wrote:

CRM 4.0 mail merge recipients list is blank?
I am using CRM 4.0 and it is a big improvement on 3.0. I'm having trouble
with the mail merge though in that I select a recipient from the contacts
list, click on mail merge and select an organisation template (any of these).
I check the data fields and these are tiicked, but when I click OK and get
the Mail Merge Recipients window, the list is blank and when I complete the
merge, none of the fields are populated? Please help.

On Friday, May 16, 2008 10:21 AM
sluc_at_infogrowcorp.comNOSPAM wrote:

We are experiencing the same issue, but it is not consistent.
We are experiencing the same issue, but it is not consistent. My user was
working fine, then it stopped working, then it worked, and now it is failing.

We have a contact open (or highlighted in the list view), select a template
that we know worked in the past. There is a window that sometimes shows the
data fields in a small popup table window, but row 1 is blank. When it
works, the row would have the contact's data.

Any ideas?
--
Steve Luc
Senior Consultant
InfoGrow Corp
[phone] x222


"Shaun" wrote:

On Saturday, May 24, 2008 10:15 AM
Vicky P wrote:

I have had this same problem.
I have had this same problem. I found that new records that had been
directly inserted into crm 4.0 after the upgrade worked fine.

I then found that all converted data from 3.0 were set to "Do not
allow" Mail. I updated all records through a workflow and it not works
fine. Recipient list functions as normal.

Let me know if this helps.


Submitted via EggHeadCafe - Software Developer Portal of Choice
Task Parallelism in C# 4.0 with System.Threading.Tasks
http://www.eggheadcafe.com/tutorials/aspnet/21013a52-fe11-4af8-bf8b-50cfd1a51577/task-parallelism-in-c-4.aspx

[unknown]

It turns out that there are more fields which values are set to NULL at a conversion from crm 3.0 to 4.0 (the fields donotpostalmail, donotbulkpostalmail, donotemail, donotbulkemail, donotfax en donotphone). With sql-script the values can be set to 0 again: than the records will bne in Mail Merge

UPDATE Contact
SET donotpostalmail=0,
donotbulkpostalmail=0,
donotemail=0,
donotbulkemail=0,
donotfax=0,
donotphone=0




Leonard S wrote:

Same problem, but your solution doesn't work...
18-May-10

Hi Vicky and others,

I have the very same problem but your fix doesn't help in my case.

After CRM migration from 3.0 to 4.0, records aren't shown in the recipients list of the Mail Merge. (Newly created records are shown). I set the field donotemail and donotbulkemail of all the records to allow, but still.....no records in the recipients list.

Any suggestions?

Previous Posts In This Thread:


Submitted via EggHeadCafe - Software Developer Portal of Choice
Free Online Courses Available for Eggheadcafe.com Users
http://www.eggheadcafe.com/tutorials/aspnet/5261083e-6e03-4b25-8728-fc3cf6855293/free-online-courses-avail.aspx