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Mail Merge Using Accelerator

Accelerator‘s Mail Merge feature allows users to edit documents on the fly – without having to download and then re-upload the edited document. 

This works for Word and PDF documents. Also, when saving your document you can:

  • Re-label the document type
  • Re-label the document name
  • Define the communication Action type (ie letter out or otherwise)
  • Add a description to the document and communication record being created
  • Attach the modified document to an outbound email

Additional information related to Accelerator is found on this page of the My CRM Manager website.

mail merge :: 1672414548

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