Opening a Word Template Shows Last Entry Rather Than Current Entry
Question
Opening a Word Template That Merges with the Opportunity or Customer Service Window Shows Last Entry Rather Than Current Entry
Problem
If you have created a Word template that contains fields from the Opportunity or Customer Service Window, when you open the template at a later time, it will show the data from the last entry used rather than the current one.
Answer
Solution
Move Up and then Down in the list, and the data will be updated properly. This problem only occurs when first opening the template.