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Transaction line items in mail merge?

edited Nov 22, 2019 6:06PM in CRM 15 comments

Hello,

I am wondering if it is possible to get a list of the items in a letter template mail merge?  So in the estimate, for example, I have 4 items.  I would like to be able to merge that estimate with a letter template that contains the individual line items.  Can that be done?

Thank you!
Jon

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