Execute

Explanation

This activity is used to execute mail merge with a document template stored in docman.

Prerequisites

• Docman awareness should be enabled for UserQuickReport and QuickReport, i.e. setting DocReferenceObject^ in Object Connections for those LU:s.
• CRM and Custom Objects(fndcob) components should have been deployed.

System Effects

• Mail merge will be executed with a template stored in docman.

Window

N/A

Related Window Descriptions

Quick Report Result

Procedure

Executing Mail Merge with a Document Template Stored in Docman:

1. Execute a report and obtain results.
2. Select a set of records you want to execute mail merge for.
3. Right-click and then click Mail Merge.
4. Select Execute. Attached Mail Merge Templates dialog box will be opened.
5. Select appropriate document template from the overview list
6. Select one of the options to specify the number of rows i.e., Selected Rows or All Rows.
7. Select Execute.
8. Mail merge will be executed and Microsoft Word© will be opened.