Mail Merge - SourceTap Open Source CRM

Mail Merge - SourceTap Open Source CRM

3 Pages · 2005 · 137 KB · English

Email Merge Main The top portion of the screen allows you to create an email template or choose an existing template. For existing templates, you can choose to Edit

Mail Merge - SourceTap Open Source CRM free download

Mail Merge 1. Mail Merge Mail merge is the process of integrating data from SourceTap CRM with document templates. This is typically done for form letters and email campaigns. You can use external tools, such as Microsoft Office, to handle mail merge or use the built in email merge capabilites. 2. Using External Tools for Mail Merge The simplest way to use mail merge is to create a report and export it to CSV format. Then you can use Microsoft Word or any other tool with document merge capabilities to create a merge document. You can also use Microsoft Outlook to handle email merge. See the documentation for your word processing application for more information on merging documents with data. 3. Using the Built-In Email Merge Capabilities SourceTap CRM has built-in email merge functionality. To access it, choose the "Email Lists" option from the main menu. This will give you the email list page, as shown below: Page 1 Copyright © 2004 SourceTap All rights reserved. Email Merge Main The top portion of the screen allows you to create an email template or choose an existing template. For existing templates, you can choose to Edit, Duplicate, or Delete them. Duplicate allows you to create a new template based off of an existing template. The bottom portion of the screen allows you to choose a list of people to send the email to. This list should be either a list of Leads or a list of Contacts. For more information on lists, see Working with Lists . You can also choose to override the "To" address in the template to a static address, which is useful for testing purposes. Before sending any mass mailings out, it is recommended that you test the template on a small list and that you fill in your email address in the "Override" field. Once the template has been sent to you successfully, you can then resend it to the the correct recipients by clearing the "Override" field. The template

------------- Read More -------------

Download mail-merge-sourcetap-open-source-crm.pdf

Mail Merge - SourceTap Open Source CRM related documents

Open PDF file, 3.47 MB, for Redacted hCentive PSA

345 Pages · 2014 · 3.47 MB · English

This PROFESSIONAL SERVICES AGREEMENT and all Exhibits and Attachments .. 5. (s). hCentive has completed the I-9 Process for all hCentive employees hired for employment in the United States who are performing Services in the United States and http://opencsv.sourceforge.net/license.html.

Adapting to Unknown Smoothness via Wavelet Shrinkage Source

26 Pages · 2007 · 2.05 MB · English

Adapting to Unknown Smoothness via Wavelet Shrinkage Author(s): David L. Donoho and Iain M. Johnstone Source: Journal of the American Statistical Association, Vol. 90

to open a PDF version of our Spring 2016 Newsletter

40 Pages · 2016 · 4.87 MB · English

Open-Universe Probability Models for Signal-Based Nuclear Monitoring

11 Pages · 2013 · 1.05 MB · English

structure properties that determine the velocity, attenuation, and distortion of seismic waves [6] [5] [10] [12], and distinguishing earthquakes from 

Open Event Data Coding with EL:DIABLO, PETRARCH, and the Open Event Data Alliance.

24 Pages · 2014 · 504 KB · English

Second, it is violently opposed. Third, it is accepted as being self-evident. Arthur Schopenhauer. 1 Introduction. Political event data have long been 

Intelligent Mail® Barcode - Citation Software Inc. - the variable

34 Pages · 2008 · 660 KB · English

Intelligent Mail® Barcode The next generation of USPS® barcode technology “Provide end-to-end visibility and a seamless process for mail

FDA’s Draft Guidance for Industry on WEBINAR Electronic Source

3 Pages · 2011 · 270 KB · English

WebEx OS and Browser Support Productivity Tools), 32-bit Windows 7, 64-bit Windows 7 (not including Remote Access and Productivity Tools) 10.4, 10.5, 10.6 "Ubuntu

How to Send and Receive Mail

14 Pages · 2009 · 600 KB · English

Go to the JSCC home page Click on Sign in (you can sign in at either place). your mail make sure you read Get started with Gmail.

Federal Health Insurance Mandates and the Impending Upheaval of the Collateral Source Rule

23 Pages · 2015 · 708 KB · English

to address cutting-edge legal issues through producing and distributing substantive, But perhaps the greatest key to success for WLF's Legal Studies project is the . 12 Helfend, 465 P.2d at 68-69; accord John Munic Enters., 326 P.3d at 284 (“[T]he .. an intermediate California Court of Appeal.

Autodesk Revit IFC Exporter Open Source Announcement FAQ

10 Pages · 2011 · 259 KB · English

native formats. As an open format, IFC does not belong to a single software vendor; it is neutral and independent of a particular vendor’s plans for