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Product Ideas

Personalise Letters/Mail Merge: Custom List fields

Experienced Cover User

26Posts

23Kudos

0Solutions

26 Posts
Experienced Cover User
Australia

It would be good if you can do the following

1. Use all fields in the card file in customer letters, including Custom Lists and Custom Fields

2. It would be good if you can modify the default layout for a card list detail report and you can then skip the print preview screen

 

"Create Letters with All fields from card file & modify Default Card Detail report"

Current Status: Open
Last Changed: June 2015

Thanks for your suggestions @turman2001. So that our developers can track the popularity of ideas, we ask that you raise a separate idea on this exchange for each suggestion you have. This will allow our developers to be able to tell what people are voting for. Anyone would like to use all fields in the card file in customer letters, including Custom Lists and Custom Fields please cast your vote and leave relevant comments.

1 Comment
KattC
790 Posts
Former Staff

Thanks for your suggestions @turman2001. So that our developers can track the popularity of ideas, we ask that you raise a separate idea on this exchange for each suggestion you have. This will allow our developers to be able to tell what people are voting for. Anyone would like to use all fields in the card file in customer letters, including Custom Lists and Custom Fields please cast your vote and leave relevant comments.