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Thuryd Mail Merge
I need advice how to work around an issue i am having with merging Salesforce information to a mail merge template created in word.
I have created a mail merge document for opportunities. The mail merge fields used in the document have information for some contacts but not all. For the contacts that do not have that information, a line appears in the document.
for example: The field "business name" some contacts have a business name and some don't. The mail merge template includes the field "business name" so that the name will appear for the contacts who have a business name. However the contacts that do not have a business name a line appears.
Usually in Word/Excel mail merges, if the mail merge document calls for a field in excel, and the excel field is blank, the document skips over the field.
for example: mail merge document - "Contact name", "contact business name", "contact phone number"
If the field "contact business name" is empty in excel it would appear in the word document: "Mrs. Lande, 614 4522" and if the field "contact business name" is empty in salesforce it would appear "Mrs. Lande, __________, 614 4522"
How can I remove the line so that it will appear like in excel?
What version of Office are you running? We have 2007 and have not seen the issue you are describing.
Thank you
Rob
I have office 2007. What happens by you when you insert a field into a mail merge template and the value of the field is empty, how does it appear on the merged document?
Thank you
Thuryd
There is just a blank space when a merge field doesn't have any data in it. I am wondering if your template has the merge code underlined.
Good luck
Rob
I have the same issue .
Why haven't Salesforce.com the same function for his mail merge templates as in his email templates?
Like:
Dear <<!BLANKVALUE(User_Name, Sir or Madam )>>
That is a big problem if you try to reduce the effort to write an invoice or a letter.
Sincerely Yours
Suxxess