Microsoft Office Integration

The 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 Plug-in with vtiger CRM Demo

Before creating mail merge templates from Microsoft® Word® connect to vtiger CRM Demo running at http://www.vtigercrm.com/demo/ 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 following user settings:
   • User Name: Enter the user name as "admin".
   • Password: Enter the password as "admin".
   • Host Name: Enter the vtiger CRM live demo server name as "www.vtigercrm.com.demo/".
4. Click the OK button to apply the changes.
5. Now start working with vtiger Office Plug-in.

Notes:

• Ensure Microsoft® Word® version 2000 or 2003 (English, Dutch, or German) is installed in your machine.
• Install vtiger Office Plug-in 2 in your machine before connecting to vtiger CRM Live Demo.
• For additional information, refer to vtiger Office Plug-in User Guide.