wishiknewmore
Technical User
I'm jumping into my first attempt at a form letter and having a bit of a problem. First I'll explain what I have, then what I want to happen.
I have a basic CR (v8.5) report that lists customers with outstanding invoices. The report has one group, the customer name. below that, in the details area, it lists each invoice meeting certain criteria (age, amount outstanding, etc). This is working perfectly.
Now, based on that report, I've built a form letter to send to each customer. The closest I can get is a separate letter for each invoice. What I need is one form letter for each customer and a listing showing all invoices meeting the given criteria.
Can it be done? If so, how? Am I asking too much?
I have a basic CR (v8.5) report that lists customers with outstanding invoices. The report has one group, the customer name. below that, in the details area, it lists each invoice meeting certain criteria (age, amount outstanding, etc). This is working perfectly.
Now, based on that report, I've built a form letter to send to each customer. The closest I can get is a separate letter for each invoice. What I need is one form letter for each customer and a listing showing all invoices meeting the given criteria.
Can it be done? If so, how? Am I asking too much?