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steph1sourcesteph1source 

Mail Merge - any way to bypass template selection page

Has anyone seen a way to bypass the template selection page when performing a mail merge? We have a custom objct that we will do a mail merge from but the template will always be the same and we would love to hard code the template into the mail merge button somehow..thanks in advance!
CongaMarkCongaMark
Hi Stephanie - This is a feature on our product roadmap - dubbed QuickMerge - the idea is to define the merge scope (one record or many based on a report), template (or templates, letter, labels, etc.), under a single menu selection (e.g., Weekly Thank-You Letters, Daily Order Confirmations, etc.). If you'll contact me directly I can provide additional details.