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Thread: Relating a Mail Merge to the recipients

  1. #1
    chrislynch8's Avatar
    chrislynch8 is offline Sugar Community Member
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    Oct 2007
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    Default Relating a Mail Merge to the recipients

    Hi,

    When I search for a bunch of Contacts and perform a Mail Merge, should the document then be related to the Contact? For future reference to say that he was included in the Merge, etc... Shouldn't it be in the related Sub-Panels as an archeived attachment?????

    Rgds
    Chris
    Linkedin Profile:Chris Lynch

    FDC IT Solutions
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  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: Relating a Mail Merge to the recipients

    Hi Chris,

    For non-email campaigns, there is a button called 'Mark as Sent'. When you click this, then an entry appears under the Campaigns subpanel to the Lead or Contact
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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