Using ChannelCRM you can merge information into documents such as Word, Excel, PowerPoint and e-mails. This makes it quick and easy to send good lokking e-mails and letters.
The way you merge a document depends somewhat on where (in ChannelCRM) it is from and on your preferences The starting point is almost always:
•An activity of type Letter: Here the merged document is typically a Word document.
•An activity of type e-mail: Here you typically merge a starting Outlook e-mail, which can then be opened directly and processed before it is sent.
•A campaign: Here you mail merge either to e-mails or to Word.
In all cases, you use merge document templates where fields from ChannelCRM are embedded in the text. In Word cases thus a normal Word document (docx), where the text contains fields as 0contactfirstnames0.
Merge fields you see below:
Quote line (to be inserted in a table row)
0activitystartlocal0 (no timezone)
0activityfinishlocal0 (no timezone)
0activitystarttime0 (no seconds)
0activityfinishtime0 (no seconds)
The merge templates you create in ChannelCRM by the "Menu / More / Settings / Merge Templates". Here you can see the templates you've already made and you can create new.
The document type can be selected between Word, Outlook, Excel and PowerPoint.
ChannelCRM is able to create documents based on templates. All work is done in the cloud, so you can just open the finished document with Word, Excel, PowerPoint or Outlook. The merge can be initiated from almost anywhere in the system. Just look for the button with the text "Merge document". The merge fields that can be used depends on from where you use the button. The more data that appears in the relationships, the more fields are candidates for mail merge. As a general rule try to initiate most merges from activities because these can have connections to the company, contact, project, opportunity, campaigns and the activity itself. And thus data from all these entities.
When you insert merge codes in a document, you should be aware that the two surrounding "0" must be included in the field. If you want the resulting field to be formatted (eg. In bold), then simply format the merge code field. However, please note that the complete code must be formatted - not part of the code only.