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...
Anonymous
shared this idea
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.
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Anonymous
commented
Would be a great feature when adding in multiple letters to new database and very time saving!
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Hi there,
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.