Can we add the 'test merge' feature in the template section again please
So you don't have to find a contact or property to test the letter/email settings and you can test the letter/email in the same screen so you can see finish product in case you need to edit things...
This is semi complete with a recent release. You can now preview how content will render to a letter (the system will fully render the PDF with letter head etc. if appropriate).
Sample merge tag data at this stage is still not supported.
Would be a great feature when adding in multiple letters to new database and very time saving!
Thanks for the suggestion.
Unfortunately, because the merge can pull in multiple information from various records it is very difficult to have a preview. Say if you choose a contact or Listing that was missing information you were trying to merge, it would not display correctly.
We will leave this idea open for more discussion and votes.