SplendidCRM Software, Inc. > Mail-Merge with Word Plug-in

Search Documentation Deployment Guide Getting Started Community Edition Administrator's Guide Admin Wizard System Configure Settings System Check Currencies System Log Scheduler Backup Business Mode Undelete User Management Users Roles Password Security Studio Layout Editor DetailView EditView GridView DetailView Relationship Global Search Phone Search EditView Relationships Business Rules Engine Custom Fields Configure Tabs Rename Tabs Dropdown Editor Terminology Shortcuts Dynamic Buttons Field Validators Modules Languages Import Business Rules Email Management Email Settings Inbound Email Outbound Email Email Manager Campaign Settings Bug Management Releases Number Sequences Cloud Services facebook LinkedIn Salesforce.com Twilio Messages Text Numbers Twitter User's Guide User Wizard Home Page Dashlets Dashboard Global Search Themes Atlantic Six Sugar Modules Activities Calls Meetings Emails Notes Tasks Text Messages Twitter Messages Calendar Email Client Accounts Contacts Opportunities Leads Bugs Cases Documents Employees Projects Project Tasks Campaigns Targets Target Lists Email Templates Email Marketing Call Marketing Tracker URLs Data Management Import Business Rules facebook LinkedIn Twitter Salesforce.com QuickBooks Export Mass Update Merge Rules Wizard User Profile My Signatures HTML5 Offline Client Programmer's Guide Architecture Guide Security Guide Coding Conventions Data Dictionary Module Development Guide REST API SOAP API External Links Web-to-Contact Web-to-Lead Search-by-Phone Lookup Professional Edition Administrator's Guide Admin Wizard System Configure Settings System Check Currencies System Log Scheduler Backup Payment Gateways Business Mode Undelete User Management Users Reassign Records Roles Teams Team Notices Password Security Studio Layout Editor DetailView EditView GridView DetailView Relationship Global Search Phone Search EditView Relationships Business Rules Engine Custom Fields Configure Tabs Rename Tabs Dropdown Editor Terminology Shortcuts Dynamic Buttons Field Validators Modules Languages Import Business Rules Email Management Email Settings Inbound Email Outbound Email Email Manager Campaign Settings Bug Management Releases Number Sequences Order Management Product Catalog Product Categories Product Types Discounts Manufacturers Shippers Tax Rates Regions Cloud Services Asterisk Call Data Records ConstantContact Sync facebook HubSpot Sync iContact Sync LinkedIn Marketo Sync PayTrace Transactions Salesforce.com Twilio Messages Text Numbers Twitter Exchange Sync Exchange Users System Sync Log Contract Types Forum Topics User's Guide User Wizard Home Page Dashlets Dashboard Global Search Themes Atlantic Six Sugar Modules Activities Calls Meetings Emails Notes Tasks Text Messages Twitter Messages Twitter Tracks Calendar Email Client Accounts Contacts Opportunities Leads Bugs Cases Documents Employees Projects Project Tasks Campaigns Targets Target Lists Dynamic Target Lists Email Templates Email Marketing Call Marketing Tracker URLs Knowledge Base Tags Contracts Quotes Orders Invoices Payments Credit Cards Reports Report Rules Charts Chart Rules Sruveys Pages Questions Results Forums Threads Data Management Import Business Rules facebook LinkedIn Twitter ACT! 6 QuickBooks Salesforce.com Export Mass Update Merge Rules Wizard Mail-Merge User Profile My Signatures Google Apps Synchronization iCloud Synchronization HTML5 Offline Client Programmer's Guide Architecture Guide Security Guide Coding Conventions Module Development Guide Data Dictionary REST API SOAP API Module Builder External Links Web-to-Contact Web-to-Lead Search-by-Phone Lookup Enterprise Edition Administrator's Guide Admin Wizard System Configure Settings System Check Currencies System Log Scheduler Backup Payment Gateways Business Mode Undelete User Management Users Reassign Records Roles Field Level Security Teams Team Notices Dynamic Teams Password Security Studio Layout Editor DetailView EditView GridView DetailView Relationship Global Search Phone Search EditView Relationships Business Rules Engine Custom Fields Configure Tabs Rename Tabs Dropdown Editor Terminology Shortcuts Dynamic Buttons Field Validators Modules Languages Import Business Rules Email Management Email Settings Inbound Email Outbound Email Email Manager Campaign Settings Bug Management Releases Number Sequences Order Management Product Catalog Product Categories Product Types Discounts Manufacturers Shippers Tax Rates Regions Cloud Services Amazon Web Services Simple Email Simple Storage Asterisk Call Data Records ConstantContact Sync facebook HubSpot Sync iContact Sync LinkedIn Marketo Sync PayTrace Transactions Salesforce.com Twilio Messages Text Numbers Twitter Exchange Sync Exchange Users System Sync Log PayPal Transactions Payment Notifications QuickBooks Sync QuickBooks Status Workflow Engine Workflows Calculations Custom Event Log Stored Procedures Alerts Alert Templates Actions Contract Types Forum Topics Customer Portal User's Guide User Wizard Home Page Dashlets Dashboard Global Search Themes Atlantic Six Sugar Modules Activities Calls Meetings Emails Notes Tasks Text Messages Twitter Messages Twitter Tracks Calendar Email Client Accounts Contacts Opportunities Leads Bugs Cases Documents Employees Projects Project Tasks Campaigns Targets Target Lists Dynamic Target Lists Email Templates Email Marketing Call Marketing Tracker URLs Knowledge Base Tags Contracts Quotes Orders Monthly Billing Invoices Payments Credit Cards Reports Report Rules Report Builder 3.0 Integration Charts Chart Rules Surveys Pages Questions Results Forums Threads Data Management Import Business Rules facebook LinkedIn Twitter ACT! 6 QuickBooks Salesforce.com Export Mass Update Merge Mail-Merge Rules Wizard User Profile My Signatures Google Apps Synchronization iCloud Synchronization HTML5 Offline Client Programmer's Guide Architecture Guide Security Guide Coding Conventions Module Development Guide Data Dictionary REST API SOAP API Module Builder Full-Access API External Links Web-to-Contact Web-to-Lead Search-by-Phone Lookup Windows Offline Client Ultimate Edition Administrator's Guide Admin Wizard System Configure Settings System Check Currencies System Log Scheduler Backup Payment Gateways Business Mode Undelete User Management Users Reassign Records Roles Field Level Security Teams Team Notices Dynamic Teams Password Security Studio Layout Editor DetailView EditView GridView DetailView Relationship Global Search Phone Search EditView Relationships Business Rules Engine Custom Fields Configure Tabs Rename Tabs Dropdown Editor Terminology Shortcuts Dynamic Buttons Field Validators Modules Languages Import Business Rules Email Management Email Settings Inbound Email Outbound Email Email Manager Campaign Settings Bug Management Releases Number Sequences Order Management Product Catalog Product Categories Product Types Discounts Manufacturers Shippers Tax Rates Regions Cloud Services Amazon Web Services Simple Email Simple Storage Asterisk Call Data Records ConstantContact Sync facebook HubSpot Sync iContact Sync LinkedIn Marketo Sync PayTrace Transactions Salesforce.com Twilio Messages Text Numbers Twitter Exchange Sync Exchange Users System Sync Log PayPal Transactions Payment Notifications QuickBooks Sync QuickBooks Status Workflow Engine Workflows Calculations Custom Event Log Stored Procedures Alerts Alert Templates Actions Contract Types Forum Topics Customer Portal User's Guide User Wizard Home Page Dashlets Dashboard Global Search Themes Atlantic Six Sugar Modules Activities Calls Meetings Emails Notes Tasks Text Messages Twitter Messages Twitter Tracks Calendar Email Client Accounts Contacts Opportunities Leads Bugs Cases Documents Employees Projects Project Tasks Campaigns Targets Target Lists Dynamic Target Lists Email Templates Email Marketing Call Marketing Tracker URLs Knowledge Base Tags Contracts Quotes Orders Monthly Billing Invoices Payments Credit Cards Reports Report Rules Report Builder 3.0 Integration Charts Chart Rules Surveys Pages Questions Results Forums Threads Data Management Import Business Rules facebook LinkedIn Twitter ACT! 6 QuickBooks Salesforce.com Export Mass Update Merge Mail-Merge Rules Wizard User Profile My Signatures Google Apps Synchronization iCloud Synchronization HTML5 Offline Client Programmer's Guide Architecture Guide Security Guide Coding Conventions Module Development Guide Data Dictionary REST API SOAP API Module Builder Full-Access API External Links Web-to-Contact Web-to-Lead Search-by-Phone Lookup Azure Deployment Administration Windows Offline Client Business Process Management Business Process Samples Approval Sample Approval with Timeout Sample Case Escalation Notification Sample Territory-Based Assignment Sample Tracking Days in Status Sample Capture Last Sales Stage Sample Custom Activity Sample Custom SQL Procedure Sample Plug-ins Outlook 2003/2007 Deployment Guide User's Guide Outlook 2010/2013 Deployment Guide User's Guide Word 2007 Deployment Guide User's Guide Word 2010/2013 Deployment Guide User's Guide Browser Extensions Chrome Browser Extension Firefox Browser Extension Opera Browser Extension Safari Browser Extension Training Videos Installation SplendidCRM Offline Client Outlook Plug-in Word Plug-in Browser Extensions Security Anonymous Authentication Admin Impersonation Password Security Facebook Authentication Team Management Dynamic Teams Field Level Security Productivity Search Builder Auto-Complete Dashlets Rules Wizard Dynamic Target Lists Show SQL Customization Custom Fields Image Custom Fields Customized Search Business Rules Custom Paging Import LinkedIn Twitter Facebook Salesforce.com Synchronization Google Apps Exchange Settings Exchange Folders Reporting Reports Report Parameters Report Rules Report Builder Report Dashlets Workflow Workflow Calculations Email Response Plug-ins & Extensions Mail-Merge Configuring Extensions Chrome Extensions Offline Clients HTML5 Offline Client Windows Offline Client Business Process Samples Business Process Approval Sample Video Business Process Approval with Timeout Sample Video Support	View: Export Mail-Merge SplendidCRM supports Mail-Merge using a Word Plug-in. The plug-in is an important tool as it makesit easy to add CRM fields to a document. Once the document is formatted properly, the plug-in is usedto upload the document to the CRM. Time: 2:58 Editions: Professional and Enterprise Previous Next