WinSales

Eliminate time consuming follow up and account servicing efforts.

Use WINSALES ACTION PLANS to systematically deliver the right information to the right people at the right time.

Find more WINSALES support information at www.winsales.com

WINSALES Support Document - sup248

Version: 5.0
Revised: 3/7/05

When attempting to email a HTM document you receive the message, “Cannot merge this type of document” in the lower left corner in WINSALES

Users have seen this message when attempting to email a HTM document when Word Processing User Settings are incorrect. If you are attempting to email a Word document the document will merge to Word, but not email.

This issue is revolves around the user settings that tell WINSALES what to do when attempting to email. When logged into WINSALES under OPTIONS + MODIFY + USER SETTINGS:

On the WORD PROCESSING tab:
EMailMethodValue
EMailMergeDelimiters
EMailMethodField
EMailAttachField
EMailSubjectField

On the GENERAL tab:
UseEmail=1

This issue has usually been caused by the UseEmail setting being 0, or the METHOD field on the activity did not match the EMailMethodValue user setting exactly (case-sensitive!). If you find a setting in error select the setting and change the value in NEW SETTING and SAVE and retry the merge/email.

Contact Silent Partner for more information.

 

WinSales Basic Selling System
 

      
      S       I       L       E       N       T          P      A       R       T       N       E       R      

©2002 WINSALES is a registered trademark of the Ascendium Group Inc. and
subject to the licensing agreement with Silent Partner Ltd. All rights reserved.

Share this with a friend.