You can now perform a mail merge with contacts associated with sales orders, quotes, contracts, returns, and tickets in addition to accounts and opportunities.You will be able to utilize mapped fields throughout the CRM system and incorporate them into the template as needed for both types of templates.All common browsers are now mail merge compatible for emails, which includes Edge, Chrome, and Firefox. (The requirement for Internet Explorer has been removed.).Mail merge – in any browser (Email only). The Word add-in is still required for letter or print mail merge. The process for creating the new browser templates directly mirrors the CRM Workflow email template formatting and creation. (Start by typing for mentions…) In general, the update for v8.5.0 carries the improvements we needed to see for the base version of 8.5.0 released in 2021.ĭownloading and installing the Word and mail merge integration is available in the Tools> Options menu in the web client.
#Tefview send as attachment 64 Bit#
The long awaited v8.5.0.01 release is now available!  This release has many updates that include new Application Architect 64 bit application, Mail Merge functionality added back to the browser for emailing, calculated field handling, and many others.įor a full list of all the updates and fixes click below:
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