I thought this would be a simple thing to find out, but there just does not seem to be any simple instructions or statements on how this works with the community edition.
How do people using the community edition actually do mail merge of letters? If I want to send a letter to all accounts with a certain product in a certain state, for example, what would be the normal way? Would I export a CSV file then mess around with Word or Open Office to merge the file into a pre-defined template? Are there plugins (that work) that do the merging on the server and let you download a multi-page PDF or DOC file? Is there another method that I am overlooking?
I'm looking for something pretty much fool-proof to use, since it will be rolled out to many people in many offices. Mail merge templates would need distributing somehow, unless there are plugins that will fetch them from a URL on demand?
Any help or clues much appreciated.
I am looking at the community edition because I need to customise the CRM with products and relationships that would not sit nicely in a standard "we sell things" type of setup.
-- Jason


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