Method:Classic General Q&A

Re: Merge to Word (mail merge - move fielded data from Method into fields in Word)

Method_Michael — Thu, 18 Aug 2011 13:21:09 GMT

m.mehr:
Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?

Great suggestion. This should help you save time and streamline the process.

-Michael

Re: Merge to Word (mail merge - move fielded data from Method into fields in Word)

JamesQ — Wed, 17 Aug 2011 20:16:27 GMT

Method Rerport Writer. That is new to me. I will try it!

Re: Merge to Word (mail merge - move fielded data from Method into fields in Word)

m.mehr — Wed, 17 Aug 2011 19:57:03 GMT

Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?

Merge to Word (mail merge - move fielded data from Method into fields in Word)

JamesQ — Wed, 17 Aug 2011 19:22:14 GMT

Another one of those "this worked pretty well in Salesforce" questions.

Our projects start with a Sales Order document which we populate out of our CRM software. Basically, I create the appropriate questions to prompt the sales staff to scope the project, and the sales staff fills in the fields which are ported out to a Word doc which is PDFed for signatures. How is the merge done in Method? As I understand it, I probably need to go to Excel first, and then use the xls as the source for my Word doc fields. Anyone have any luck with this?