A mail-merge is a process that uses data from a database to generate custom emails, newsletters or other documents.
To generate a mail merge in Legrand CRM right-click on the selected contacts then select Word Mail Merge.
Click on BROWSE to select a Word template. You can create an activity note to document the activity by clicking on the checkbox. Type in the activity summary and click the checkbox below to save the merged document with the activity note. Click PREVIEW to view the merge data in Microsoft and print when you are satisfied.
NOTE: Legrand CRM can also export contact data to a Microsoft Excel spreadsheet which is an ideal format for Microsoft’s own mail-merge system. To export contact data, create a list of contacts you want to export. It is recommended to create a Contact Work List and export those selected contacts to Excel. Right-click on the list of contacts then click Export List to Excel. This will generate an Excel spreadsheet that contains all the contact data and field names. You can then import that into Microsoft Word using Word’s mail-merge wizard which is located under the section Mailings > Start Mail Merge.