Question

Use Mail Mergerge Current report for Email/SMS

Comments

Please explain much more details what you are trying to do.

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When doing a Mail Merge Letter for Outstanding Pledge, there no field for the "ChargeNum" (Invoice number)

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How are you doing a mail merge letter for outstanding pledge?

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Mail Merge in Reports, Selecting Campaign and Sending a letter from Mail Merge

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Mail Merge is not per charge. Its a total of all charges. Contact support to show you how to mail merge each invoice separately.

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You have the all the Amound fields per Charge (only missing ChargeNum)

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Contact support to make you a report that you can merge.

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Ok, i spoke to Support and was told to use Current report when doing mail merge, but still would like to use ChargeNum field when sending an Email

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Sorry. It does not work like you think. Its not per charge.

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i understood, but can we setup to use current report also in SMS/Email

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No