Mail Merge with Template Letter - Nickname field available?

Hi. I'm trying to set up Mail Merge in MS CRM 3.0 for some Contact records
and want to use the contact's Nickname when one exists. When I create a
blank letter or try to edit an existing letter template, the Nickname field
doesn't seem to be available. I know that custom fields aren't available,
but where are the other out-of-the-box fields besides the first, middle, and
last name and address fields? Am I missing something? Is it really this
limited?

PeteC
Fri Nov 17 09:55:02 CST 2006

Hi,

Out of the box email merging is limited. Couple of ways get around it:

1. Connect Excel to the Filteredcontacts database in CRM and run mail merge
against this data source
OR
2. Purchase licences for Word Merge - excellent and cost effective tool for
merging non standard fields and any entity

Regards
Pete.

"Pauline" wrote:

> Hi. I'm trying to set up Mail Merge in MS CRM 3.0 for some Contact records
> and want to use the contact's Nickname when one exists. When I create a
> blank letter or try to edit an existing letter template, the Nickname field
> doesn't seem to be available. I know that custom fields aren't available,
> but where are the other out-of-the-box fields besides the first, middle, and
> last name and address fields? Am I missing something? Is it really this
> limited?