vtiger 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 Features

• 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
  

Try vtiger Office Plugin Now

Before creating mail merge templates from Microsoft® Word® connect to vtiger CRM Demo running at http://en.vtiger.com as given below:

1. Start the Microsoft® Word®.
2. In the Microsoft Word, click the vtiger CRM > Configuration menu.
3. In the vtiger CRM - Configuration dialog, enter the vtiger user login details.
4. Click the OK.
5. Now start working with vtiger Office Plug-in.