Cross Module Mail Merge
Hello Everyone,
Im wondering has anyone found a solid technique to use all modules on a mail merge document ?
I have the need to use related modules to the client in a merge document.
For Example.
The Client (Contacts) are related to modules such as :
- Home & Investment Properties
- Employment, Income & Outgoings
- Non-Mortgage Loans
Each of these have information that needs to be collated into one document and presented to the client to sign.