creating a mail merge in sugar in rma’s
DESCRIPTION
Creating a mail merge in Sugar in RMA’s. You must be in the RMA module and looking at the list view, as per the image Search for the RMA you want to use Tick the box to the left, as per the image, and click on Mail Merge Choose Selected records. This should take you to the mail merge section - PowerPoint PPT PresentationTRANSCRIPT