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- 1-6 of 6
posted 11/25/08 in All things TrackVia!I got one! =)
I have a DB that has 60000 entries (addresses). I need to know a count of how many entries per city are in this DB and I really dont want to go into MS Access to do this =)
- posted 11/14/08 in All things TrackVia!
Matt,
Is it possible to just send one email using the Email Campaign feature? The convenience of the "Mail Merge" feature is that you can mail merge directly from the "view record" screen (top right corner).
- posted 11/12/08 in All things TrackVia!
We've been doing this with three of our companies that use TrackVia.
We use it to generate contracts, canned emails (templates), proposals, estimates.
The only thing that I would change/add is the ability to mail merge to PDF or to an email program like outlook or thunderbird.
Right now our agents are just using the old "Ctrl + A" - "Ctrl + C" - " "Ctrl + V" to migrate the document from Word to Outlook, or print to PDF from word to generate PDF. It works but does take time get it done.
- posted 11/12/08 in All things TrackVia!
Awesome..... Thank you for the information. I will be doing a blast in the next few days to about 300 customers. Will post results here. Thanks Guys
- posted 10/28/08 in All things TrackVia!
Life = Easier ! THANK YOU
- posted 10/22/08 in All things TrackVia!
If i understand your question correctly..... You can create an identifier field within your db (maybe a check box titled "show in db"). Select the records that you want displayed and create a custom view that will only show records where this check-box is selected.
There a bunch of other ways you can do this within Trackvia by using custom views. I recomend reading the help files they are very helpful =)