If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this [...]
continue reading...Posts Tagged ‘CRM 2011 Mail Merge’
Mail Merge in CRM 2011 (Printing a Quote)
Printing a quote for a customer in CRM uses the mail merge functionality in Microsoft Word. It is a process that does much of the work behind the scenes to get all of your necessary information from the ‘quote’ and ‘quote product’ forms onto a one-page document. Once you’ve created your quote & you are [...]
continue reading...
