Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)


When creating an interaction that has an attachment with a wizard type of 'Open' (i.e. template 'BUS' in Cronus), the mailmerge functionality only works in the RTC, not in the web client. When creating it from the web client, you can only open a copy of the Word template with merge fields. None o...

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22 Comments

Category: Sales (602)

STATUS DETAILS
Planned

Show Profile Question Category header in Contact Profile Answers


When looking at the Contact Profile Answers at the contact card through the Contact Card Subform (5051), the questions and answers for this contact are visible. However, when a user is using a lot of different Profile Questionnaire Codes (categories, like PRODUCTS, COMPETITION, STORE etc.), it ca...

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Category: Sales (602)

STATUS DETAILS
Needs Votes