05-20-2008, 09:54 AM
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#1 (permalink)
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| Junior Member Join Date: Apr 2008
Posts: 5
Rep Power: 0  | Write letter to org's relationship Hi there
There are a few people using RE here so I've set up letter templates for each of them, but when attempting to write a letter to an individual via an organisation record it doesn't ask me to pick a relationship to write to as it does with the standard "write a letter" function. It seems to pick the primary contact each time but this is restrictive in that we don't always select a primary contact and often we need to write to someone who isn't designated as primary contact.
How would I go about replicating that function where you can pick a relationship to write to, but implement it for custom templates?
Thanks for your help
Adam |