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Performing a mail merge

You can merge an existing template with Company and Person details. You can create a merged document for all contacts contained in a search list, saved search, or group.

1. Click Find and select <Entity> from Find, enter your search criteria and click Find. To perform a mail merge for multiple contacts, click Find | Person and search for the required records.
2. Click the record to use in the mail merge.
3. Click the Documents tab and click Merge to Word or Merge to PDF. A list of shared templates is displayed.
4. If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
4. Click the template link.
• You can modify an HTML template. Add custom text, insert Sage CRM merge fields, and apply custom formatting. Click Save Template. You can only save updated templates that belong to you. Shared templates can only be modified by a System Administrator or an Info Manager.
• To see what the merged document will look like, click Preview Merge. Disable any active pop-up blockers to view the preview.
• To continue with the mail merge, click Merge and Continue.
5. To create a completed Communication record with a link to the merged document, select Create Communication.
6. To change the merged document, click Edit merged document. This option is only available in IE and when the Active X plug-in is used. Make your changes to the document, save and close. Then click Save.
7. Your System Administrator controls access to the Active X plug-in from Administration | Email and Documents | Documents and Reports Configuration.
7. Click Continue.
8. If you select Create Communication, the Save Merged Document As A Communication page is displayed. Add a Subject for the communication, update any other fields, and click Save.

A Communication record is created to record that a letter was sent out, forming part of the customer's interaction history. If you created a merged document for all contacts contained in a search list, saved search, or group, a Communication record is created against all contacts on your list. You can view the merged document as an attachment on the Communication record and from the Documents tab.

See Also:

Uploading a Word document template

Tracking documents on the Documents tab

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