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CRM Server RU13. Outlook Cient AddIn RU15. and also same behaviour on Server RU14 and Outlook client RU14
Step to reproduce: Create a marketing list of contact type. Add some members with email address and enabled for sending marketing material. From the marketing list create a quick campaign. Type of qc is Email via Mail Merge. Open Word and follow the wizard. The "Electronic Mail" on the Wizard pane is missing. Only "Print" is available. No Quick campaign has been created.
Workaround: Create a marketing list of contact type. Add some members with email address and enabled for sending marketing material. From the marketing list choose "Mail Merge on List Members". Select "E-mail" as Merge type . Follow the wizard in MS Word. The "Electronic Mail" on the last step of the Wizard pane is present and working. At the end of the wizard it is possible to create a Quick Campaign from this mail merge activity.
Notes: it is possibile to create other kind of quick campaign from the marketing list if not involving "mail merge". For example QC of phone calls activities is working.
Expected behaviour: Mail merge (letter or email) is working from a quick campaign

Category: General
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

P

Thank you for your suggestion. We are considering this functionality for a future release of CRM.

Thank you,
Tony S.

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Category: General