Jump to content
Salesforce and other SMB Solutions are coming soon. ×

Merge in text field


markvalverde

Recommended Posts

I have a CRM solution that I would like to do a mail merge in a text field. Does anyone know how to do this merge in a text field without going to layout mode. I need to configure this function for my end users for a runtime solution. Thanks, Mark Valverde

Link to comment
Share on other sites

You can put little buttons on the side of your text entry field that insert homemade "merge codes" for example §ClientName§ and have a different field, a calc field, substitute out §ClientName§ for YourTable::ClientName and that's what you print.

 

Or, if you prefer, you can have a script do the substituting, targeting a non-calculation text field, using Set Field to generate its contents.

 

 

EDIT: dangit, Ender... ::stalks off looking for a faster keyboard::

Link to comment
Share on other sites

This thread is quite old. Please start a new thread rather than reviving this one.

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.



×
×
  • Create New...

Important Information

Terms of Use