Is it possible to do a SalesLogix Mail Merge on Lookup Results without saving them as a Group?

Question:

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.

 Answer:

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.

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