Hello ,
I have created a custom module in the crm to create a database for physicians I work with. I did this to replace having to enter the physicians demographics every time a new patient (account) is created.
Now i am able to save alot of time by just looking up the physician. However my mail-merge documents pulled information from the many custom fields I had for the physician which have been replaced with the look-up field linking to the physician module.
Is there anyway I can have two modules information on one mail-merge document ?