Mail Merge for Follow-Ups
I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida
Ideas
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Mary Giraulo
commented
Yes, I saw this, and was thrilled. :)
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Aaron Spevacek
commented
Mary - I just ran across this suggestion. You have probably already seen this, but just in case you haven't, with the release of version 5.0 you can now do this.
Let us know if you have any questions about it.
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Ideas
commented
I should have specified - I know we can include ALL file uploads from a follow-up form, but I would like to be able to determine which file uploads are included. Thus, in the "ATTACH FILES FROM INDIVIDUAL FORM QUESTIONS" section at the end of the merge document, i would like there to be a "Follow-Up Files" subsection in addition to the Application Files subsection.
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida