M
Michiel
Dear Word experts,
How are you? Normally I spent time in the special Microsoft CRM
(Customer Relationship Management) newsgroup, but the answer to my
question can not be answered...yet. That's when I found this group.
Our problem is the following. We are using the Microsoft CRM software
to manage customer relationships. This piece of software should
'naturally' tie into other MS applications such as Word and Excel.
However....we are facing a big issue when mail merging to Word. The
situation is as follows:
MS CRM allows you to create a quote on which you can put a number of
products (line items). The structure would look something like this:
Product Pieces Price Total Price
Product X 2 50 100
Product Y 4 20 80
Etc
Etc
When the quote is finished, you can start a process which brings all
your products and other quote details(e.g customer address details) to
Word. Now the problem comes up. As an end-user, you seem to haver
little influence in how the items are put into the quote template. They
are just 'dumped' in randomly. We however, would like to group our
products by a unique identifier (in this case: software, hardware and
instruction) and display them in their own little section.
So, ideally:
Software
Product X 2 50 100
Hardware
Product Y 4 20 80
Etc.
I now I am asking a lot, but is it possible (perhaps by putting in 'IF'
statements) to design the template in such a way that it will not put
all products in one table, but group them according to their type and
calculate the subtotals accordingly.
This would really, really help us . Microsoft can not help us at this
time and we are getting lost.
Thanks!!!!!!!!
Michiel
How are you? Normally I spent time in the special Microsoft CRM
(Customer Relationship Management) newsgroup, but the answer to my
question can not be answered...yet. That's when I found this group.
Our problem is the following. We are using the Microsoft CRM software
to manage customer relationships. This piece of software should
'naturally' tie into other MS applications such as Word and Excel.
However....we are facing a big issue when mail merging to Word. The
situation is as follows:
MS CRM allows you to create a quote on which you can put a number of
products (line items). The structure would look something like this:
Product Pieces Price Total Price
Product X 2 50 100
Product Y 4 20 80
Etc
Etc
When the quote is finished, you can start a process which brings all
your products and other quote details(e.g customer address details) to
Word. Now the problem comes up. As an end-user, you seem to haver
little influence in how the items are put into the quote template. They
are just 'dumped' in randomly. We however, would like to group our
products by a unique identifier (in this case: software, hardware and
instruction) and display them in their own little section.
So, ideally:
Software
Product X 2 50 100
Hardware
Product Y 4 20 80
Etc.
I now I am asking a lot, but is it possible (perhaps by putting in 'IF'
statements) to design the template in such a way that it will not put
all products in one table, but group them according to their type and
calculate the subtotals accordingly.
This would really, really help us . Microsoft can not help us at this
time and we are getting lost.
Thanks!!!!!!!!
Michiel