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Rajan_1

Quote Mail Merge

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Hi 

I would like to merge all the line items in one template and merge selected line items (excluding the comment line) in another template.

Is there any way to use two different templates in CRM or exclude some line items while merging quotes?

Thanks 

Kind Regards

Rajan

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  • 0

    Hi Rajan


    As the quote merge uses the 'TableStart:QuoteItems' as a common parameter for the quote lines, I cannot see a simple way of excluding comment lines as the query is using the vMailMergeChildrenQuotes to access the Quote Lines.

    Which will leave you on the scenario of either including or excluding comment lines in that view.

    Hope that helps.

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  • 0

    Hi Rajan


    As the quote merge uses the 'TableStart:QuoteItems' as a common parameter for the quote lines, I cannot see a simple way of excluding comment lines as the query is using the vMailMergeChildrenQuotes to access the Quote Lines.

    Which will leave you on the scenario of either including or excluding comment lines in that view.

    Hope that helps.

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