Mail Merge Dynamic Tables Sorting and Selection

Mail Merge Dynamic Tables Sorting and Selection

Hello, 

Our issue is as follows:

We have added in our mail merge template a dynamic table which pulls data from Zoho CRM Modules. However, when the mail merge output is populated, the order of the dynamic table rows is based on the creation date. This makes the dynamic table useless for us. We need to be able to sort these rows besides the creation date.

1: Is there a way to adjust the row order and control this through a filter? Or can we perhaps achieve this through a custom function in the meantime?

2: Secondly, can we select and choose for the dynamic table which related records can be displayed and which can be left out? Just like the Product Active checkbox functionality found in Zoho CRM? All the records MUST be related to the relevant record and be visible in the related list, but some of them are not needed to be shown in the mail merge dynamic table.

Thank you very much.

Tiemen


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