The CRM Custom Mail Merge is a plugin for Sage CRM that allows you to finally cover off the gap of the lack of mail merging capabilities for custom entities and custom behaviours within Sage CRM.
It ultimately introduces a new API extension to the Sage CRM API so that Mail Merge can be run against document templates and any number of standard or bespoke data sources.
CRM was limited to merging against core entities, with the CRM Custom Mail Merge, this is no longer the case. CRM can now merge against any custom entity that has been created.
For more information on Greytrix Sage CRM Custom Mail Merge, write to us at email@example.com
Sage X3 DEVELOPMENT SERVICES
Recognized as among the most powerful and comprehensive ERP solutions for mid-sized businesses, Sage X3 enables enterprises to manage growth, minimize costs, and improve service. Using Sage X3, you can effectively and efficiently scale business while delighting customers and outsmarting the competition.
Gain lasting customer loyalty with Streamlined After-Sales Processes
Keep your finger on the customer’s pulse with effective Survey Management tool
Easily store many designs, colors, and images of the product.
The solution’s intuitive, user-friendly interface allows administrators to set up distinct numbering structures for each document type effectively, efficiently, and quickly