Max CRM Version 11 - new interface for email messages and opportunities -

The new interface looks fine,(thanks) BUT emailing from an opportunity does NOT give you the merge fields of opportunities (only the udf's from the adresbook).

That's a pity, because you need those opp-fields.

When you write a document they give you the merge fields of the opportunities. That's fine and makes sense.

I hope they will correct this soon.

Posts: 12 | Registered: June 19, 2006

hermant

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Does CABC support agree, that this a seroius problem for anyone who likes to send email from opportunities?

Posts: 12 | Registered: June 19, 2006

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Max CRM Version 11 - new interface for email messages and opportunities

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