Mail Mege to Outlook

Create e-mail template

Choose to create a new e-mail. Create your mail with pictures and text and insert fields from your SkyViewCRM data base to personalize the mail. You can ie. Insert the cantact persons First and Last name or any of the other shown fields from the "Merge Fields" drop down boxes.

Example where the first name, last name and Company name are used. When you have finished creating you mail, please remember to check and correct spelling errors. If there are words unfamiliar to the dictionary please add the “new” words as valid words by right clicking on the word and select add to dictionary. You are only able to save templates with “no errors” !

When finished and satisfied you can save the mail in two places – either locally in your own Outlook by choosing “Save as a local template” or in SkyViewCRM by choosing “Upload template to SkyViewCRM”.

If you save your template locally, only you are able to use it – while uploading the template to SkyViewCRM gives your colleagues the option to reuse the template you created.

To reuse a template – simply “download template”.

Page url: http://www.skyviewcrm.com/help/index.html?merge_outlook.htm