Using MS-Word mail merge for letters

In the CRM template management, you can use a Microsoft Word mail merge main document as a template for a serial letter.

JustRelate CRM uses a report generator for creating letters. It usually serves to generate reports, and such report tools can be very complex. For this reason, the CRM integrates Microsoft Word mail merge functionality so that correspondences like letters can be created more easily.

The data from the CRM is passed to the mail merge function of MS Word. Open Office products are not supported.

• Create the template (metadata record)
• Use the loader for Word mail merge
• Create the layout
• Create the letter
• Refine the layout if necessary

In the CRM template management (Back office/Templates), you should first create the metadata record of a template for the letter. The template determines how the data to be used from the database should be put together and finally presented by means of the layout.

JustRelate CRM standard includes a sample letter template for using the mail merge functionality of MS Word. See also Creating a mail merge letter template.