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Features - Office Plugin
vtiger Office Plug-in for Microsoft® Word® is a fully functional, enterprise-grade business productivity enhancement add-on for creating on-the-fly mail merge documents, such as form letters, mailing labels, envelopes, catalogs, and other documents based on customer data source in vtiger CRM.
Key Modules
Create mail merge templates from Microsoft® Word® based on vtiger CRM database fields (Leads, Accounts, Contacts, and Tickets)
Create mail merge documents from vtiger CRM based on leads, accounts, and contacts-related data
Office Plugin Now
Before creating mail merge templates from Microsoft® Word® connect to CRM Demo running at http://vmrent.com as given below:
   
Start the Microsoft® Word®.
In the Microsoft Word, click the vtiger CRM > Configuration menu.
In the vtiger CRM - Configuration dialog, enter the vtiger user login details.
Click the OK.
Now start working with vtiger Office Plug-in.
     
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