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Jul 12, 2009 at 10:29 PM

CRM 7.0 Document templates


Dear Experts,

I have to setup a business process where I need to maintain word document templates in the system for service transactions to be able to send the documents out to customers. What I need is that when the template is generated through a service transaction, it should dynamically pick up the values for customer name, contact details etc.

Is it possible to do this without using smart forms/programming etc. in the system?

Thanks & regards

Ritwik Sharma