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.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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