need info from both contact and history tables

  • Thread starter Thread starter joesmith
  • Start date Start date
J

joesmith

I am trying to do a mail merge where I write a letter to a contact and
include a thank you for their past order of $xxx. I can get all the contact
information, but can't access the dollar amount of their last opportunity.
It seems that there are two different tables in BCM and I can't access the
communications history table when doing a mail merge. Any suggestions?
 
I am trying to do a mail merge where I write a letter to a contact and
include a thank you for their past order of $xxx.  I can get all the contact
information, but can't access the dollar amount of their last opportunity. 
It seems that there are two different tables in BCM and I can't access the
communications history table when doing a mail merge.  Any suggestions?
Click to expand...

I think mail merge in Word is only going to let you access items in
contacts folders. If you want to access some other data you'll need to
write your own mail merge macro that will fetch that data.

As an alternative, perhaps you can add a custom field to the contacts
with the value of their latest opportunity and that field may be
accessible in Word with the contact.
 
Luther,
I am willing to write my own macro to fetch the history data. Do you know
where I can find the database field names so I can get to them?
Thanks
 
Luther,
I am willing to write my own macro to fetch the history data.  Do you know
where I can find the database field names so I can get to them?
Thanks







- Show quoted text -
Click to expand...

Properties of objects in Outlook/BCM will have different names in the
database, in XML files, on the screen, and, for macro purposes, in the
Outlook Object Model.

BCM is an extension of Outlook, so anything that is common between
between the two, pretty much, works the same way. For example, code
for accessing an Outlook Contact's fax number will also wotk with
Business Contact, except that you'll need to go through the Business
Contacts folder.

Details about the objects and properties that are unique to BCM are
documented in the BCM SDK:
http://msdn.microsoft.com/en-us/library/aa431857.aspx
 
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