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Working With Existing Microsoft Word Templates
The majority of existing Microsoft Word mail merge templates that you work with will continue to work as normal - for example, those that merge Company and Person information. However, you will not be able…
In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created.
Mail Merge for Sage CRM takes place server side.
I have discussed previously in the article …