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CRM 2011 Quote Mail Merge Template Spacing Tricks

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since that’s something I’m getting ready to do a lot of on the website I thought I better go ahead and do one for her.

Here’s a 3 min. video that shows exactly the trek that I used to get the spacing right between products and in the grid on the CRM quote.

 

Shannon:  hope this helps!

 

Steve Noe


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