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Sage CRM X3 Connector Advanced Customization - Adding mail merge capabilities (ACUST2)

This short video tutorial (00:05:53 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Advanced Customisation of the Sage CRM ERP X3 Connector badge. This lesson in particular will cover the knowledge needed to understand how to develop a strategy to allow X3 data to be used in new features such as Mail Merge

  • Published by: Jeff Richards
  • Created: 06/18/2015
  • Duration: 5:53
  • Category: Training

5.18 Campaign Activities - External Mail Merge and Telesales

This short video tutorial (00:05:24 minutes long) is designed to help the new User. It is part of a series of lessons that build towards gaining the Reporting and Marketing Administration badge. This lesson in particular will cover the knowledge needed to understand how to add an External Mail Merge and External Telesales calls as a campaign activity.

  • Published by: Jeff Richards
  • Created: 12/04/2014
  • Duration: 5:24
  • Category: Training

5.19 Campaign Activities - Internal Mail Merge and Telesales

This short video tutorial (00:06:20 minutes long) is designed to help the new User. It is part of a series of lessons that build towards gaining the Reporting and Marketing Administration badge. This lesson in particular will cover the knowledge needed to understand how to add Internal Mail Merge and Telesales as a campaign activity.

  • Published by: Jeff Richards
  • Created: 12/04/2014
  • Duration: 6:20
  • Category: Training

6.6 How Mail Merge Works

This short video tutorial (00:11:11 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Application Administration badge. This lesson in particular will cover the knowledge needed to understand how the Mail Merge process works in detail. This includes the what happens with Sage CRM and how the document is created.

  • Published by: Jeff Richards
  • Created: 12/04/2014
  • Duration: 11:11
  • Category: Training

Setting up an email template

Create email templates so you can respond to your customers in a consistent and professional way. You can include customer and user merge fields, and embed images in an email template.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 2.21
  • Category: Tutorial