We’ve added some fields to the CRM contact table. How do we make them visible for writing MSword interaction templates ? Contact_No, _Name, _Address etc are all provided by default, but how do we get other fields from the Contact table (or elsewhere) that we’ve added ? There’s several of them, so hijacking unused fields doesn’t look practicable. Thanks, Chris
It gets worse - we’ve created a related table (contact samples), which can contain several records per contact (of products they’re interested in). We’d like to list the design codes & descriptions from this related table. Any ideas how/whether it’s possible ? Are we doing it right, or should we have used profile questions ? Would we be able to merge answers from there easier ? Thanks again, Chris
Hi Chris, I am not sure about your 2nd question, but you can add customized fields by putting extra code in Codeunit 5054 WordManagement Have a look at procedures ExecuteMerge, ShowMergeDocument and CreateHeader for an example (function AddField)