Word Save To CRM: Difference between revisions
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'''Please note that support for the WORD toolbar will cease as of the next release - March 2014''' | |||
*Support for mail merge via the IE toolbar will continue | |||
The "Save To CRM" section contains 3 buttons. | The "Save To CRM" section contains 3 buttons. | ||
Latest revision as of 15:19, 19 March 2014
Please note that support for the WORD toolbar will cease as of the next release - March 2014
- Support for mail merge via the IE toolbar will continue
The "Save To CRM" section contains 3 buttons.
When clicked the document is saved to CRM.
- Save as "Letter Out" creates a communication of type "Letter Out" against the entity.
- Save as "Letter In" creates a communication of type "Letter In" against the entity.
- Save as Document creates a library record against the entity.
Note: Each time this option is clicked a new record is created with the document uploaded again.
