Hi and thanks for your video As i know is it possible both to add information about activities record regarding previous and/or next activities as call, meeting... ?? Thanks for help
Hi Mixxit! Yes, the related list for Activities can be merged into Writer documents via CRM. They show up under the "Subforms" tab in the Merge fields section of the Writer template builder.
Hi and thanks for your video
As i know is it possible both to add information about activities record regarding previous and/or next activities as call, meeting... ??
Thanks for help
Hi Mixxit! Yes, the related list for Activities can be merged into Writer documents via CRM. They show up under the "Subforms" tab in the Merge fields section of the Writer template builder.