Using the Product Table for Mail Merge

I had a question this week about placing product information into a Mail Merge Document.

You can add your own sql statement by using the “Insert special field” icon. But probably the easiest method would be to use the table that has already been created and used in the default template called “Proposal”. If you open the default proposal document there is alot of text, but amongst all of the text is the table of Product data, you can simply copy this table into your own document. This will list each product with pricing and also will total all of the product.

For a very simple listing of products, this is probably the best method.

If you would like to do something a little more complicated, I would suggest using a crystal report. You could control your data a little bit easier and also be able to use parameter fields with the report.


Dale Richter
Customer FX


Dale Richter

Director of Training- I have worked with Customer FX since 1997

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