TT – Creating Mail Merge Certificates in OpenCRM



This video walks you through how you can create certificates (or other documents) using the information on your Contacts and/or Events in OpenCRM using our Mail Merge functionality.

Mail Merge is one of those features that not every business will need, but is invaluable to those that do.

Mail Merge is one of those features that not every business will need, but is invaluable to those that do.

It allows you to merge information from OpenCRM, like a person’s name or the dates of an event, and create a polished document with just a click of a button. You can email these individually or even export a group of them if needed. If you were printing out a number of certificates following a course, for example.

In his video, Tom walks you through setting up the merge variables that allow you to export that valuable information to a certificate-type document. This example has been raised a few times by our customers during training sessions, so we thought it would be perfect for one of our Tuesday Tips.

 

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?


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