Is there a way to do a mail merge based on lookup results. For example, let’s say I do a look up by CITY, is there a way to then do a mail merge based on those results?
I’ve tried but it doesn’t pick up my lookup results as a group, do I have to create a group to do this?
We are using SalesLogix LAN v7.2.1.
One way would be to select all of the lookup group members and right-click / add selected members to new group (or similar).
This will create an ad hoc group for you – and you can do your MM on that. But I think you will need a new group, one way or the other.