Previewing the email a template creates
In my opinion ... and I'm almost always right : ) ... Templates are of no use unless the subsequent email can be previewed. Users are not going to select 50 leads and send them an email without being able to view the text and formatting on its way out. The template may have been created by someone else which means the user would be taking an enormous leap of faith in using the template. That’s just asking for trouble. Likewise, a Customer Service rep wouldn’t use a template to tell a customer how to fix a particular issue unless they could preview the email. I assumed the development team has known about this issue long enough to have fixed it. I was told at one time that this was a Top 10 item. I just learned that this is not in the next release. In other words, a support rep would send a template-generated reply to a customer telling them "We're sorry you've encountered this issue. Please try a, b, and c and let us know." But the rep would have to either trust the template was accurate or they'd have to get access to it. What am I missing?
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Utf
7/14/2005 8:57:13 PM
crm
35858 articles. 
1 followers.
2 Replies
587 Views
Hello Larry!
I am not sure if this is a workaround for you, but we have a MS CRM Add-On
"WordMailMerge for MS CRM 1.2" which merges data from the MS CRM
with Word templates.
You can define for each entity word templates and with one click in the
webclient
of MS CRM the data of the account,opportunity,.. will be merged with the
word template.
The result is a word document.
You are now able to view and edit this document and then you can select if
you want to print it, fax it or send it as email.
If you send it as email the document will not send as word document. It will
be send as html mail.
This is not only possible with one account,opportunity,.. it is also
possible to
select some(10,100,1000,..) accounts,opportunity and make letters,emails,..
If this is a possible solution for you look at www.mscrm-addons.com.
You will get there detailed information and you can download a trial-version
..
--
___________________________________
support@mscrm-addons.com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM
"Larry" <Larry@discussions.microsoft.com> schrieb im Newsbeitrag
news:47D76E92-1FF7-4B52-8B15-AE3C1B1EE19B@microsoft.com...
> In my opinion ... and I'm almost always right : ) ... Templates are of no
> use
> unless the subsequent email can be previewed. Users are not going to
> select
> 50 leads and send them an email without being able to view the text and
> formatting on its way out. The template may have been created by someone
> else which means the user would be taking an enormous leap of faith in
> using
> the template. That's just asking for trouble.
> Likewise, a Customer Service rep wouldn't use a template to tell a
> customer
> how to fix a particular issue unless they could preview the email.
> I assumed the development team has known about this issue long enough to
> have fixed it. I was told at one time that this was a Top 10 item. I
> just
> learned that this is not in the next release. In other words, a support
> rep
> would send a template-generated reply to a customer telling them "We're
> sorry
> you've encountered this issue. Please try a, b, and c and let us know."
> But
> the rep would have to either trust the template was accurate or they'd
> have
> to get access to it.
> What am I missing?
>
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0 |
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Support
7/14/2005 9:38:17 PM
Have you tried using the "Insert Template" button on the Email activity window? Last I checked, it returns the generated email, which you can then edit, prior to sending. Also, when sending bulk messages or sending via workflow, the no-preview makes total sense. Doesn't it make sense that a template would be very beneficial to send a customer an automted "Thank you for your inquiry..." email after a new case has been opened for them or after they have submitted a request on your web site for information? If you are usinga template someone else created and you don't know what is in there, then it's your own fault if you send it out in a bulk mode to a bunch of customers. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 14 Jul 2005 13:57:13 -0700, "Larry" <Larry@discussions.microsoft.com> wrote: In my opinion ... and I'm almost always right : ) ... Templates are of no use unless the subsequent email can be previewed. Users are not going to select 50 leads and send them an email without being able to view the text and formatting on its way out. The template may have been created by someone else which means the user would be taking an enormous leap of faith in using the template. That�s just asking for trouble. Likewise, a Customer Service rep wouldn�t use a template to tell a customer how to fix a particular issue unless they could preview the email. I assumed the development team has known about this issue long enough to have fixed it. I was told at one time that this was a Top 10 item. I just learned that this is not in the next release. In other words, a support rep would send a template-generated reply to a customer telling them "We're sorry you've encountered this issue. Please try a, b, and c and let us know." But the rep would have to either trust the template was accurate or they'd have to get access to it. What am I missing?
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0 |
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Matt
7/18/2005 3:19:54 AM
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I need help!!! We just installed outlook 2003 and I have a hard time reading some emails. This is all I can see when I open some emails. So i dont know why some emails look okay and readable while others you can read at all.. Sample below: See attached file: WFS610-Bank Teller.doc) --0__=07BBF861DFE24C278f9e8a93df938690918c07BBF861DFE24C27 Content-type: application/msword; name="WFS610-Bank Teller.doc" Content-Disposition: attachment; filename="WFS610-Bank Teller.doc" Content-transfer-encoding: base64 0M8R4KGxGuEAAAAAAAAAAAAAAAAAAAAAPgADAP7/ CQAGAAAAAAAAAAAAAAABAAAAMgA...
can't open email attachment in earthlink with office 2007 trial ve
New to pc's. I'm a mac-er. Bought a backup pc. downloaded the free 60 day office 2007 trial for Vista. I can open MS word but can't open a MS word document that comes as an attachment in earthlink. It's a bit of an emergency and of course, Gateway says call Microsoft who says they dont offer support for the free trial and to find it here. I've looked and don't see the answer. Thank you, pc'ers. Mhughu Sorry, but this newsgroup is for questions about Access, the database product that's part of Office Professional. You'd be best off reposting yo...
Save preview picture
Can anyone explain why some workbooks will save a preview picture while others will not? I check the tickbox on the properties dialog, thn save the file. Some files then show the preview while others do not. When I check the ones that fail, the checkbox has been cleared. Ian Hi Ian, ActiveWindow.Caption = ActiveWorkbook.FullName http://www.mvps.org/dmcritchie/excel/pathname.htm#titlebar --- HTH, David McRitchie, Microsoft MVP - Excel [site changed Nov. 2001] My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm Search Page: http://www.mvps.org/dmcritchie/excel/...
creating 1 new set of data from 2 tables
Hi I have 2 identical tables (in field names). I want to create a query which extracts all data from both tables (ie append table 2 onto the end of table1, but in a new table/query leaving the original tables intact). I know this should easy, but I just cant see the wood for the trees. Thanks. You can do a union query which is a query with data from both tables, and leaves the tables as is: SELECT * FROM [TABLE1] UNION SELECT * [TABLE2] ; On Aug 8, 4:03 pm, "red6000" <red1000002...@yahoo.com> wrote: > Hi I have 2 identical tables (in field names). > > I want ...
email attachments #26
How do i find my email attachments? When I "save as" I get a path that I then cannot find using Windows Explorer. I applied the information to change the path via regedit and that didn't work. There's no such subdirectory as OLK5D! "DaRose46" <DaRose46@discussions.microsoft.com> wrote in message news:5C2BD49D-90B7-4C7D-8811-30A4975F9168@microsoft.com... > How do i find my email attachments? When I "save as" I get a path that I > then cannot find using Windows Explorer. I applied the information to > change > the path via reged...
Failing to create Device contexts.
Hello The code below fails to create device contexts after some use. The code works fine for a while but eventually the calls to CreateCompatibleDC fail. At the end of the routine I restore the default objects to the DCs that I selected objects into so I do not see why this would fail. Anybody see a problem here? Thanks in Advance Craig void SwChar::drawGrayScale(CDC* pDC, CGraphicView* owner, BYTE* bytes, int x, int y, int width, int height) { CClientDC dc(owner); CDC cdc; CBitmap cbitmap; // Create a memory DC and select the DIBSection into it cdc.Crea...