SalesLogix Mail Merges containing Opportunity level data

A question I was recently asked concerned how to use the SalesLogix Mail Merge with opportunity data.  Opportunity data can be placed in SalesLogix Mail Merges, in fact, there is a pre-built special feature to merge in the opportunity product table into a Mail Merge document.  What about merging to a specific opportunity field?  Well that can be done too, it just is not quite as intuitive.  Here are the steps to adding a single opportunity field onto a merge document (note you can use this method with any table as long as it can be linked to an account, contact/lead, or opportunity in a one-to-one fashion).

Edit a SalesLogix merge form.
Place your cursor where you want to insert an Opportunity field.
Click on the “Insert Special Field” button.
Choose SQL…Text
You will see the SalesLogix Mail Merge Field Editor.
On the Mail Merge Field Editor, change the Field Identifier to be something logical.  For instance if I want to display the opportunity description field I might type “Opp Description”
Click the ellipse next to the SQL field.
The Edit SQL dialog will open.
Enter in a SQL statement to return the field you want.  For instance, if you want to insert the Description your SQL would be:
    select description from opportunity where opportunityid=
Click the small down arrow to the right of the “Insert Parameter” Icon (Looks like a database table icon).
Choose :OpportunityID.  Your SQL statement should now look like:
    select description from opportunity where opportunityid=:OpportunityID
Click OK to close the SQL window.
Click OK to close the SalesLogix Mail Merge Field Editor.

Repeat these steps for each opportunity level field you wish to add to the Mail Merge.  Note that if you use a special field with a key link to the "OpportunityID" the mail merge document can only be run against an opportunity.  If you try to merge directly to a contact without an opportunity context you will receive an error.

ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

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