Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »
While creating a new template for mail merging or while adding fields to an existing template, at times there are some fields that are not available in the ‘Insert Sage CRM Field’ drop-down list. In this blog, we will explain how to add fields that are not available in the drop-down list. New Stuff: Easy… Read More »
Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »