Word Details Tab

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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 details tab allows you to view your crm data and also use it.

You can search for data from the "CRM Search" section or using your "Bookmarks", "My Contacts" or "History"

You can insert Customer data from the menu.

Retrieved from "https://accelerator.crmtogether.com/index.php?title=Word_Details_Tab&oldid=307"