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

Costco Mail Order Pharmacy - Home, Department of Administration

2 Pages · 2009 · 591 KB · English

Transfer as forms of payment. Online ordering service requires you to and secure payments we accept American Express must be initiated online at


6 Pages · 2017 · 259 KB · English

cc. First Vice-President Frans Timmermans. UPHOLDING THE RULE OF LAW IN THE EUROPEAN UNION. 31 October 2017. Dear President Juncker, dear President Tusk: We are scholars, politicians, public intellectuals and members of the European Parliament writing to you with the following concern:.

Open Huis - Drukkerij Van Asselt, Lemelerveld. Voor al uw drukwerk.

8 Pages · 2012 · 2.5 MB · Dutch

In zaal Landstede 1 wordt samen met de EHBO een AED demonstratie door de instructrice van de EHBO gegeven. Ook de bekende fietsproef met de fiets


10 Pages · 2014 · 3.24 MB · English

year the 3 days of Railfan Weekend marked Cass job in rescuing, restoring, and operating many examples of geared locomotives including Shay,.

Evaluating the application of CRM systems in Chinese companies by CSF

102 Pages · 2015 · 978 KB · English

also for the study of some concept like SMEs and CRM. The. CRM as a . relationships will help to set up a modern and efficient business process to Toward customers. Toward different parts of market. Toward opponents. Data analysis. Make products personalized. Cooperation between business.

Open document

3 Pages · 2007 · 278 KB · English

Expo: Orlando, Fla. Hosted by ASM and the Natl. Assn. for Surface Fin- ishers Intl. Contact ASM International. Jan. 28–Feb. 1 32nd Intl. Conf. & Expo 

Invertebrate Microbiology Kelly Hamby Phone: 530-752-0275 E-mail

22 Pages · 2012 · 1.2 MB · English

aDepartment of Entomology and Nematology, University of California, Davis, One Shields. 13. Avenue .. The authors would like to acknowledge Louie Yang and Nicholas Bokulich for their. 243 . Simmons FH, Bradley TJ. 1997.

CareFirst BlueChoice HMO Open Access - Howard County Public School

3 Pages · 2012 · 481 KB · English

information, we encourage you to visit our online provider directory at No Referrals Needed for Specialists

flows and open-channel flows

229 Pages · 2000 · 4.97 MB · English

7.1 Schematic description of fluid flow over periodic bedforms . 124 . Its location is usually not known a priori, and needs to be determined as part of the solution. A mixed Eulerian- Lagrangian procedure called the .. The Lagrangian description of motion is widely used in the Solid Mechanics stud


27 Pages · 2003 · 71 KB · English

2 THE PERCEIVED CREDIBILITY OF ELECTRONIC MAIL IN NEWSPAPER NEWSGATHERING ABSTRACT Journalists from U.S. daily newspapers responded to a national survey focusing