2.8 How to Create Mail Merge Documents?

TDS CRM allows you to create mail merge documents such as address labels or letter for bulk mailing. Before creating the mail merge document:

  • Make sure that you have version 2000 or above of MS Word installed in your system.
  • There must be a mail merge template created by the administrator.The following steps will describe you how to create a mail merge document.
  • In the lead page, select the template form the drop-down list.
  • Tap the Merge button.
  • After few seconds, it will create the document in .doc format and open it in Microsoft Word.
  • Save the file in your system.