Mail merge is a feature in Sage CRM v7.2 that has been upgraded from previous versions. This has led to improvements in the feature but can also cause users to have some uncertainty with the functionality. This module covers the use and troubleshooting involved with this Mail Merge feature. It also covers the procedures that need to be followed when upgrading from older versions of Sage CRM, specifically version from pre-CRM7.1sp2. It is also helpful to understand the theory and technical part of the Mail Merge feature as some problems in future may stem from an incorrect configuration or a problem with the environment settings.
This module will explain the following Mail Merge fundamentals and will prepare you for the modules associated test.