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.
Subscribe To Our Newsletter
Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!
You have Successfully Subscribed!