RedHorse Systems Forum  RedHorse CRM Fo...  RedHorse CRM Ge...  Quotation template
Previous Previous
 
Next Next
New Post 1/8/2010 1:54 PM
Accepted Answer 
  RedHorse Support
116 posts
1st Level Poster


Re: Quotation template 

When you say "running Document merge" are you referring to the menu item Actions >> Document Merge? If you are, please be aware that the Actions >> Document Merge capability is exclusively used to process Merge Documents that present data from one or more Contact records. It cannot be used for anyother type of merge document. The only place a Quote merge document can be created is from the Reports tab of an open quote. Of course it can also be printed 'automatically' when selling a quote.

 
Previous Previous
 
Next Next
  RedHorse Systems Forum  RedHorse CRM Fo...  RedHorse CRM Ge...  Quotation template