In SalesLogix Web, when you create an “E-mail/Letter/Fax Using
Template” it can be a little confusing what happens to the document and
how to update it. Here are the steps for creating and updating a Quote
using the Mail Merge engine.
Surf to the contact you want to quote and click the Write button -> Letter -> and select the Template you wish to use. Or click More Templates and find the template you wish to use.
Once the merge is complete, the new document is displayed in the Attachments tab:
You can save the document to your local hard drive by clicking on the hyperlink in the Attachment column. If you wish to change the name of the document once you have downloaded it, you can upload and overwrite the previous document by clicking on the row and clicking the edit pencil:
Here you have the option to change the description that displays in the Attachment column or upload a new file to overwrite the current file:
Here is the result:
You can see that the file name in the File field was updated as well
as the Description, which displays in the Attachment column of the grid.
Both of these values may not need to be changed. Users and your Company will have to decide what works best for them.