Mail Merge Templates

Mail Merge Templates are special documents - either in Word format or in Outlook msg-format - containing text strings corresponding to the Merge Field names in SkyViewCRM.

If you are using the SkyViewCRM Office AddIn you will access the ribbon within Word or Outlook to allow for inserting these fields.

If you are to create a template manually, you can copy/paste the field names from here.

Having the Merge Fields inserted into your document (Word or Outlook), the template has to be uploaded to SkyViewCRM. Again, if you are using the Office AddIn this can be done by the SkyViewCRM ribbon withing Word or Outlook. Otherwise you will use the functionality within SkyViewCRM itself:

In the main menu choose: More... | Setup | Merge templates.

Now you will be able to edit existing templates or you can create and upload new ones. Select the type of template top left (Word here) and click the Add button.

Now select the merge template file. Having done so you can name the template and lastly click "Upload and save".

If you are uploading an Outlook based template you will have to save this template as a file beforehand. In Outlook - and within the mail template in question - select "Save as..." and choose "msg - unicode".

Important:

Regardless of file type (Word or Outlook) you will have to make sure that the template content is not marked by the Office spell or grammar control (as seen by colored zig-zag lines). To clear this you can use the context menu "Add to dictionary" or "Ignore here".

If you upload and use Merge Templates containing spell or grammar markings, the fields in question will not be merged.

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