How can I start the Quote merge template?

In Sales for Outlook at Quotes there is no merge functionality in the actions
menu.

At Acoounts and Contacts there is a merge functionality but when I start
this and choose the Quote template - the merge fields are not recognised?

And in case I do have to start the merge from an Account how can I select
the Quotation I want to print in case there are multiple quotations for this
Account?

Thanks in advance for your help
regards
Leo

lindad
Tue Dec 21 11:13:06 CST 2004

The merge functionality is in the File menu listed as Print Quote for
Customer. It makes sense, but it's not intuitive, is it?

"Leo Rietbergen" wrote:

> In Sales for Outlook at Quotes there is no merge functionality in the actions
> menu.
>
> At Acoounts and Contacts there is a merge functionality but when I start
> this and choose the Quote template - the merge fields are not recognised?
>
> And in case I do have to start the merge from an Account how can I select
> the Quotation I want to print in case there are multiple quotations for this
> Account?
>
> Thanks in advance for your help
> regards
> Leo

LeoRietbergen
Thu Dec 23 15:25:02 CST 2004

Hi Lindad,

a bit late reaction, sorry

This functionality is indeed a kind of hiden

I still have problems with the merge of the address fields
How can I merge both a comapany (name, address, postal code, city) and the
contact person??

I tried to use the adress merge fields but they did not give me any result.

In case the quotation is for an Account I would like to merge/send the
quotation to the first contactperson (or is there a way to select an other
contactperson from this Account?? as a quotation is not linked to both an
Account and a Contactperson)

In case the quotation is for a Contact person I would like to merge/send the
quotation to the Account in attention off the contact person

Thanks in advance for any help
regards
Leo

"lindad" wrote:

> The merge functionality is in the File menu listed as Print Quote for
> Customer. It makes sense, but it's not intuitive, is it?
>
> "Leo Rietbergen" wrote:
>
> > In Sales for Outlook at Quotes there is no merge functionality in the actions
> > menu.
> >
> > At Acoounts and Contacts there is a merge functionality but when I start
> > this and choose the Quote template - the merge fields are not recognised?
> >
> > And in case I do have to start the merge from an Account how can I select
> > the Quotation I want to print in case there are multiple quotations for this
> > Account?
> >
> > Thanks in advance for your help
> > regards
> > Leo