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Merge Customer Fields in Contact Mail Merge

edited Nov 22, 2019 4:54PM in CRM 3 comments

Hi All,

If I am merging (either PDF or Word Doc) to a customer record, is there a way I can merge fields from the associated contact?

Alternatively, if I am merging to a contact record is there a way I can merge fields from the associated customer record?

Thanks,

Chris

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