http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/22175.aspxThu, 05 Jun 2014 21:48:29 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:22175Method_Justin0http://forums.method.me/cs/forums/thread/22175.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=22175<p><span style="overflow:hidden;" id="mce_0_start">Hi Vince,</span></p> <p><span style="overflow:hidden;" id="mce_0_start">I&#39;m not sure that I fully understand what you&#39;re trying to accomplish. Are you attempting to send an email to a client with mail merged dat<span style="overflow:hidden;" id="mce_1_start"></span>a in it? Or are you <span style="overflow:hidden;" id="mce_2_start">trying to generate something containing mail merged data that you <span style="overflow:hidden;" id="mce_8_start">could </span><span style="overflow:hidden;" id="mce_8_end"></span>then print out?<span style="overflow:hidden;" id="mce_3_start"></span></span></span></p> <p><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_2_start">T<span style="overflow:hidden;" id="mce_10_start"></span>hese Help Center articles may help you out:<br /></span></span></p> <ul> <li><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_3_start"><a href="http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&amp;article=Mail-merge&amp;id=302">Mail merge</a><span style="overflow:hidden;" id="mce_5_start"></span></span></span></span></li> <li><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_3_start"><a href="http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&amp;article=Report-Designer&amp;id=271">Report designer</a></span></span></span></li> </ul> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_3_start"><br /></span></span></span>If not, don&#39;t hesitate to post back here a<span style="overflow:hidden;" id="mce_0_start"></span>nd <span style="overflow:hidden;" id="mce_15_start">w</span>e&#39;ll figure it out.<span style="overflow:hidden;" id="mce_16_start"></span></p> <p>Hope this helps.</p> <p>- Justin</p>http://forums.method.me/cs/forums/thread/22171.aspxThu, 05 Jun 2014 16:52:11 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:22171vince0http://forums.method.me/cs/forums/thread/22171.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=22171<p><span style="overflow:hidden;" id="mce_0_start">HI, I&#39;m a newbie. Trying to utilize the email templates feature so I can insert (via mail merge) contact info into a &quot;hi, thanks for talking to me recently, here&#39;s a sample of our products...etc.&quot; type email. This would be an paper printed letter I would include within the sample box I sent to the client.</span></p> <p><span style="overflow:hidden;" id="mce_0_start"></span>Once I have an email template created, is there an easy way to do this? Or what would the workflow/process<span style="overflow:hidden;" id="mce_1_start"></span> be?<span style="overflow:hidden;" id="mce_2_start"> If there is a more direct way to do this<span style="overflow:hidden;" id="mce_3_start"> than using email templates</span> (mail merge inserted into a template), do let me know. I&#39;m used to SFDC, so METHOD is a relief :)</span></p> <p><span style="overflow:hidden;" id="mce_2_start"></span>Best,</p> <p>V</p>