Mail Merge

Article • 4/2/2026 • 3 min read

This option is a merge to Word feature that takes the company or contact information and places it in a Word template that you select. Additionally, you can create activities from this merge function.

Search the existing Merge document

To search for the existing Merge document, follow these steps:

  1. Choose Setup Module from the dropdown in the navigation pane.
  2. Click Mail Merge. It opens a Merge Documents window.
  3. Click zoom icon in the Search field. This will display all the existing mail merge documents as a list.

Add a new merge document

The following steps show how to add a new merge document:

  1. Click Add (+) icon in the toolbar. It opens a Merge card.
  2. Enter Description.
  3. Choose Entity. Contact is the default option.
  4. Click Save
  5. The saved Merge document will be displayed in the list page.

Adding fields in the Merge Documents

To add the fields in the Merge document, follow these steps:

  1. Click the specific Merge Document from the list page. This will open a Company Blank Mail card.
  2. Under Merge Fields FastTab, click plus (+) icon in the toolbar. This action opens a Field Picker.
  3. Choose the fields you want to get displayed in the selected Merge Document.
  4. The added fields are displayed in the selected Merge document.

Managing the Merge document

Creating the Data Source

To create a data source, follow these steps:

  1. Go to Options.
  2. Choose Create Data Source. This will download an excel sheet with information on Merged fields.
  3. Save the excel file to your local computer.

Insert Data Source to Word Document

The following steps show how to edit the merge document:

  1. Go to Options.
  2. Choose Edit Document. This will download a word document.
  3. Open the word document and you will receive a message Data from your database will be placed in the document. Do you want to continue?. Click Yes.
  4. Select the Data Source. Note: Select the saved excel file from your local computer.
  5. Click Mailings in the word document toolbar. Then click Insert Merge Field. This will display all the merge fields
  6. Select the fields of your interest.
  7. Save the document.

Upload Document

To upload the Merge template, follow these steps:

  1. Go to Options.
  2. Choose Upload Documents.
  3. Select the saved word document with merge fields of your interest from your local computer.

Test Mail Merge

To test the mail merge action, follow these steps:

  1. Go to Options.
  2. Choose Test Mail Merge. This will open a card with all the entity records, for example: contact or company.
  3. Select an entity record and this will download a word document with details of the merge field selected.

To Run Mail Merge

  1. Go to Workspace in the navigation pane.
  2. Choose the entity such as Contact or Company.
  3. Select specific records under the entity list page
  4. Go to options in the entity toolbar.
  5. Choose Mail Merge. This opens a Mail Merge card.
  6. Choose the Merge template you have created.
  7. Select Merge. This will download a document which display the Merged fields you have selected.