TDS CRM allows you to create mail merge documents such as personalized letters, etc. In order to open the mail merge document, you should have Microsoft Word version 2000 or above installed in your system. To create mail merge document, there must be mail merge templates created by the system administrator. Follow the given steps for creating mail merge documents. The following steps will describe you how to create a mail merge document.

• In the Customers home 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.