TFS Views
- Matthew Garrett
The following is a list of views in TFS. Some of these views cannot be used for mail merge. Screen Screen Location Description Alerts CRM > Alerts When users click the printer icon from this screen they will see the mail merge documents. Application Goods Application > Goods When users click the printer icon they will see the MME documents. Application Overview Application > Overview When users click the printer icon from this screen they will see the mail merge documents. Asset & Liability Statement Contact > A&L When users click the printer icon from this screen they will see the mail merge documents. Batch Printing Tools > Batch Revenue Splits Not available for use with mail merge. Client Overview Client > Overview When users click the printer icon from this screen they will see the mail merge documents. Comments CRM > Comments When users click the printer icon from this screen they will see the mail merge documents. Communicate Client Client > Overview When users click the next to the client Name field, this will pop up the Communicate dialog. Communicate Contact Contact > Overview When users click the next to the contact Name field, this will pop up the communicate dialog. Communicate Entity n/a Wherever an entity is, when users click the next to the entity Name, this will pop up the communicate dialog. Entity Specific n/a This is an odd one, it is kind of like a list of mail merge documents that are only specific to an entity and do not have client or application details in it. Mail merge documents assigned to entity_specific are available from the Communicate entity dialog. Follow Up CRM > Follow Up When users click the printer icon from this screen they will see the mail merge documents. Invoices Application > Invoices When users click the printer icon from this screen they will see the mail merge documents. Mail Merge CRM > Mail Merge This is the DEFAULT, it means it will be shown in the Select MME Dialog. Quote Tools > Quote When users click the printer icon from this screen they will see the mail merge documents. Repayment Schedule Application > Repayment Schedule When users click the printer icon from this screen they will see the mail merge documents. Smart Campaign n/a These are mail merge documents that you wish to use in the SmartCampaign program. Work In Progress Tools > WIP When users click the printer icon from this screen they will see the mail merge documents.