Word Save To CRM

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Revision as of 15:19, 19 March 2014 by Sagecrmw (talk | contribs)
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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.

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.

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