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Report Types for Mail Merges too
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Custom report types allow you to define relationships between objects and then use the data model to run reports that pull data from multiple objects. The feature is fantastic!
It would be awesome if the same relationship (data model)was available to use when creating a mail merge as well.
Ideally, the data model would show up as another object to choose from when inserting a field for the mail merge in MS Word.
Promote It!! The functionality would be AWESOME!!
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recently promoted by:
- Tom_Tobin
- AlexCRMmanager
- keith74
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