G'day Tyler, Great explanation, thanks. I have used Word document merge for 20 years because of the flexibility, formatting etc - it's endless. So I'm getting started converting some docs to merge from Zoho CRM. The one thing I can't find at the moment is to change the text format to rotate 90 degrees. a double text box on the RHS margin that picks up the ACCOUNT NAME and CLIENT NAME, but i want it to print so it runs doiwn the margin and is the right way up when the document is laid on it's left hand edge [if that makes sense] i.e. I don't want it to write vertically, I want to replicate the 'text direction' command in Word. Thanks Rex
Hi Rex! In Writer, I'd likely handle this by creating a textbox in the document, and rotating that 90degrees using the little green dot when selecting the textbox. Then, you can drop your merge fields directly into the textbox.
Is it possible to pull in, let's say, the email address of a deal or account owner? It seems it's impossible to use the Users module for this, as it's grabbing the email address of the current user.
Hi Gijs - the way we'll approach situations where the field you need isn't supported via the native merge fields is to write a workflow/Deluge automation to stamp this value directly into a string field on the record. We'll normally hide this field from non-Admin users such that it is solely populated by the automation.
G'day Tyler,
Great explanation, thanks. I have used Word document merge for 20 years because of the flexibility, formatting etc - it's endless. So I'm getting started converting some docs to merge from Zoho CRM.
The one thing I can't find at the moment is to change the text format to rotate 90 degrees. a double text box on the RHS margin that picks up the ACCOUNT NAME and CLIENT NAME, but i want it to print so it runs doiwn the margin and is the right way up when the document is laid on it's left hand edge [if that makes sense] i.e. I don't want it to write vertically, I want to replicate the 'text direction' command in Word.
Thanks
Rex
Hi Rex! In Writer, I'd likely handle this by creating a textbox in the document, and rotating that 90degrees using the little green dot when selecting the textbox. Then, you can drop your merge fields directly into the textbox.
Is it possible to pull in, let's say, the email address of a deal or account owner? It seems it's impossible to use the Users module for this, as it's grabbing the email address of the current user.
Hi Gijs - the way we'll approach situations where the field you need isn't supported via the native merge fields is to write a workflow/Deluge automation to stamp this value directly into a string field on the record. We'll normally hide this field from non-Admin users such that it is solely populated by the automation.