Mail Merge to Word

SkyViewCRM is capable of merging data into Word document based on your templates. All the work is done by the cloud servers - all you have to do is open the resulting word document.

The merge can be initiated from all screens having a button  labeled Word. The data fields ready for merging depends on the context from where you are using the function. More data in the context enables merging more data into word. Often an activity is the best place to initiate a mail merge from. This is so because the activity (asides from activity data like start and location) also links to company data, to contact person data as well as possibly project and opportunity/quote.

Click the Word button and a dialog for choosing the template shows:

Choose the template and click the Download button:

Thats it! The document is ready with all relevant data filled in already.

For instructions on how to create the templates look here.

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