slxdeveloper.com Community Forums

The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!

Architect Forums - SalesLogix Scripting & Customization
Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

Forums RSS Feed

Back to Forum List | Back to SalesLogix Scripting & Customization | New Thread

View: Search:

Author

Thread: Mail merge for Lookup Results

SLX_Novice
Posts: 246

Mail merge for Lookup Results Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Feb 10 7:58 AM

Hi all.

Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results?

I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this?

We are using SLX LAN v7.2.1.

Thanks!

[Reply][Quote]

Phil Parkin
Posts: 819

Re: Mail merge for Lookup Results Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Feb 10 9:56 AM

One way would be to select all of the lookup group members and right-click / add selected members to new group (or similar).

This will create an ad hoc group for you - and you can do your MM on that. But I think you will need a new group, one way or the other.

[Reply][Quote]

SLX_Novice
Posts: 246

Re: Mail merge for Lookup Results Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Feb 10 10:52 AM

Will do. Thanks!

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Mail merge for Lookup Results Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Feb 10 9:48 AM

Best way indeed is to create a new Group, wether it is an AdHoc group or a Dynamic group, but Mail Merge is an ActiveX/COM component and it is invoked and given the group (or Contact) information, and it then retreives the group info from the Database (and it can't do that against the Lookup Results).

[Reply][Quote]

Page 1 of 1

You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!

slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation. This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.	code of conduct \|

page cache (param): 7/8/2025 7:27:41 AM