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Flieger

How to Merge Data from Opportunity into Word Document

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Hello,

I want to achieve the following behaviour:

Within an opportunity the User clicks a button that opens an asp page. In that page he selects some documents. Now I want that if the user clicks "Save" the choosen document opens from the CRM library and Merge-Fields in that document get populated with data from the opportunity. The data also includes fields that I defined myself. Is there a way to achieve this behavior via ASP or any other CRM interface?

I tried tofind some reference in Forum discussions and the ASP-API but could not find any.

Thank you four your help!
Greetings Armin

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  • 0 in reply to Sage CRM

    With that button click the user gets a mask prompted, where he enters data that we import to our database via SQL in ASP. Additionaly the document he does choose should be opened with that data merged into it. The simple difference is that the user saves some clicks and the desired behaviour can be achieved from within one single screen.

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