Mail Merge

With the ChannelCRM Mail Merge you can easily merge any information from the CRM system into any document (word, excel, outlook email) in several ways:

•	Directly into one specific document created directly from eg. an activity under a company and contact.

•	Mass merge from a campaign

•	Mass merge from a list

To make this powerful feature possible we place merge-codes inside the documents. The documents with merge codes may be stored in the template folder for easy access to them. The merge-codes are substituted by the CRM content from the context in wich the merge is activated:

Example: From a contact window we create a word document. We use a template in which the merge-code <<Contact.FirstNames>> is part of the text. When opening the document the merge-code ios replaced by the contacts first name(s).

Learn more about the different ways of merging:

Merge Codes Word og Excel	How to merge single documents (letters) in word or excel
Merge Codes Outlook	How to merge into Outlook emails
Mass Merge	How to mass merge to many recipients via word or outlook

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