Opportunity>Quote 'Mail Merge' Issue

Dear Forum Members:

When I add three 'different' products (Product A, Product B, Product C) to 
an Opportunity and then try to Produce a Quote in Word (Mail Merge), I get 
the 'same' product 3 times (Product A, Product A, Product A). 

I think there may be an issue with the database fields I have placed in my 
XML template.

Please help! 

Thanks,
0
Casey (46)
3/11/2009 1:12:02 AM
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I see the problem, yet I still need advice on how to repair the Quote in Word.
The Mail Merge is creating 3 Quotes for 3 Recipients. For example, Quote #1 
has has Product A three times, Quote # 2 has Product B three times, Quote # 3 
has Product C three times. I need One Quote with three different products for 
One Recipient. Please help!  

"Casey" wrote:

> Dear Forum Members:
> 
> When I add three 'different' products (Product A, Product B, Product C) to 
> an Opportunity and then try to Produce a Quote in Word (Mail Merge), I get 
> the 'same' product 3 times (Product A, Product A, Product A). 
> 
> I think there may be an issue with the database fields I have placed in my 
> XML template.
> 
> Please help! 
> 
> Thanks,
0
Casey (46)
3/11/2009 1:40:01 AM
Reply:

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