Possible to merge product list into document

  • Thread starter Thread starter Jason
  • Start date Start date
J

Jason

Using BCM for Office 2007. I'd like to be able to create an opportunity for a
contact, then create a Word merge where that list of products and their
quoted prices are automatically linked.
So far, I can easily link the contacts name, address, etc, but not much else
related to the opportunity.

Is this possible? If so, how can I accomplish this?

Thanks
 
Using BCM for Office 2007. I'd like to be able to create an opportunity for a
contact, then create a Word merge where that list of products and their
quoted prices are automatically linked.
So far, I can easily link the contacts name, address, etc, but not much else
related to the opportunity.

Is this possible? If so, how can I accomplish this?

Thanks
Click to expand...

Are you using Word Mail Merge to get the names and addresses, or
something else?
 
Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
preferably easy.
 
Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
preferably easy.






- Show quoted text -
Click to expand...

To insert data from the BCM database directly into a Word document,
you will probably require some Basic code in Word to fetch the strings
from the database and insert them into the Word doc
 
I figured as much. The problem is I'm not sure which table I need to look
into to find the appropriate information for the products list.
 
I figured as much. The problem is I'm not sure which table I need to look
into to find the appropriate information for the products list.






- Show quoted text -
Click to expand...

I would start with OpportunityProducts.
 
What kind of code?? Where do you put in code in Word? Why is it so hard to
get to the product data in the Opp form???????? This is killing my
productivity, spent a lot of time setting up BCM to hit this now really sucks!
 
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