(Msg. 1) Posted: Thu Aug 07, 2008 9:02 am
Post subject: Possible to merge product list into document Archived from groups: microsoft>public>outlook>bcm (more info?)
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?
(Msg. 2) Posted: Fri Aug 08, 2008 9:29 am
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
On Aug 7, 9:02 am, Jason <Ja....DeleteThis@discussions.microsoft.com> wrote:
> 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
Are you using Word Mail Merge to get the names and addresses, or
something else?
(Msg. 3) Posted: Fri Aug 08, 2008 9:39 am
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
preferably easy.
"Luther" wrote:
> On Aug 7, 9:02 am, Jason <Ja... RemoveThis @discussions.microsoft.com> wrote:
> > 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
>
> Are you using Word Mail Merge to get the names and addresses, or
> something else?
>
(Msg. 4) Posted: Mon Aug 11, 2008 8:51 am
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
On Aug 8, 9:39 am, Jason <Ja... DeleteThis @discussions.microsoft.com> wrote:
> Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
> preferably easy.
>
>
>
> "Luther" wrote:
> > On Aug 7, 9:02 am, Jason <Ja... DeleteThis @discussions.microsoft.com> wrote:
> > > 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
>
> > Are you using Word Mail Merge to get the names and addresses, or
> > something else?- Hide quoted text -
>
> - Show quoted text -
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
(Msg. 5) Posted: Tue Aug 12, 2008 7:14 am
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
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.
"Luther" wrote:
> On Aug 8, 9:39 am, Jason <Ja... DeleteThis @discussions.microsoft.com> wrote:
> > Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
> > preferably easy.
> >
> >
> >
> > "Luther" wrote:
> > > On Aug 7, 9:02 am, Jason <Ja... DeleteThis @discussions.microsoft.com> wrote:
> > > > 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
> >
> > > Are you using Word Mail Merge to get the names and addresses, or
> > > something else?- Hide quoted text -
> >
> > - Show quoted text -
>
> 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
>
(Msg. 6) Posted: Thu Aug 14, 2008 8:02 am
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
On Aug 12, 7:14 am, Jason <Ja....TakeThisOut@discussions.microsoft.com> wrote:
> 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.
>
>
>
> "Luther" wrote:
> > On Aug 8, 9:39 am, Jason <Ja....TakeThisOut@discussions.microsoft.com> wrote:
> > > Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
> > > preferably easy.
>
> > > "Luther" wrote:
> > > > On Aug 7, 9:02 am, Jason <Ja....TakeThisOut@discussions.microsoft.com> wrote:
> > > > > 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
>
> > > > Are you using Word Mail Merge to get the names and addresses, or
> > > > something else?- Hide quoted text -
>
> > > - Show quoted text -
>
> > 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- Hide quoted text -
>
> - Show quoted text -
(Msg. 7) Posted: Sun Nov 09, 2008 3:59 pm
Post subject: Re: Possible to merge product list into document [Login to view extended thread Info.] Archived from groups: per prev. post (more info?)
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!
"Luther" wrote:
> On Aug 12, 7:14 am, Jason <Ja....DeleteThis@discussions.microsoft.com> wrote:
> > 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.
> >
> >
> >
> > "Luther" wrote:
> > > On Aug 8, 9:39 am, Jason <Ja....DeleteThis@discussions.microsoft.com> wrote:
> > > > Yes, Word Mail Merge. I'm not limited to that method, just whatever works,
> > > > preferably easy.
> >
> > > > "Luther" wrote:
> > > > > On Aug 7, 9:02 am, Jason <Ja....DeleteThis@discussions.microsoft.com> wrote:
> > > > > > 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
> >
> > > > > Are you using Word Mail Merge to get the names and addresses, or
> > > > > something else?- Hide quoted text -
> >
> > > > - Show quoted text -
> >
> > > 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- Hide quoted text -
> >
> > - Show quoted text -
>
> I would start with OpportunityProducts.
>
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