MS Office

Vertical CRM Plug-in for Microsoft Office

The CRM Platform plug-in for Microsoft Office is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows your customers to create mail merge documents in MS Word using their CRM data or from your Vertical CRM application using MS Word template. The mail merge documents include Form Letters, Address Labels, Envelopes and other documents, created based on the CRM customer related data.

Note

  • The CRM Platform Plug-in for Microsoft Office creates mail merge documents for Leads, Accounts, Contacts and Potentials modules only.
  • To access this Plug-in the users should have the Mail Merge Using Microsoft Office permission in their profile.

Key Features

  • Perform mail merge in MS Word using CRM customer data without logging into your Vertical CRM.
  • Perform mail merge in CRM using the MS Word template.
  • Merge the Microsoft Word Template with the Leads, Accounts, Contacts or Potentials module(s) in CRM.
  • Create mail merge template using all available fields from the corresponding modules.
  • Insert CRM custom fields and look-up fields to the mail merge template.
  • Import the mail merge templates (created in MS Word) in your CRM.
  • Create easy access folders to store the mail merge templates in your Vertical CRM.

Benefits

  • Save time in creating multiple documents.
  • Generate mail merge documents with up-to-date customer information.
  • Import and share customized templates with CRM users.

Installation Procedure

System Requirements  | Prerequisites  | Install  | Uninstall  | Configure Web Browser 

Usage

Microsoft Word Operations  | Zoho CRM Operations 

Miscellaneous

Error Messages 

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