Exact Word Merge has been gaining credibility since its introduction in product update 249, in succeeding the old mail merge functionality to create letters and send e-mails in a corporate style. As part of the continuation in providing better solutions to day-to-day business operations, the new Word Merge functionality comes as a package in product update 250. Word Merge replaces the old mail merge functionality, with more new features and enhancements to the existing features.
For every company, it is of great significance that documents sent to external stakeholders or employees are professional and follow the guidelines of your company. There are a few crucial points to be considered when doing this. However, most importantly, creating a letter or sending an e-mail should be simple. To ensure this, the page where "it all happens" must be clear and to the point. The key elements here are the number and quality of templates available. The number of templates should be kept to a minimum, so that the end user can easily pick the right one. The quality of the templates should be guaranteed. The new Word Merge functionality takes care of all of this. Word Merge offers structured roles and rights control for schemas and templates management. With these enhancements elaborated in the following section, you will enjoy the possibility to merge all fields from all entities in a simple manner.
The Word Merge application allows users to create a letter or send an e-mail easily and the following features were offered in product update 249:
As of product update 250, the new Word Merge application does not only perform single merge actions. It performs bulk merge actions as well. Now, you will be able to perform Word Merge from accounts, contacts, persons, and requests search results. For new customers, or when creating a database, the old mail merge functionality will no longer be available. Existing customers moving to product update 250 will still have the old mail merge functionality by default, which can be switched easily to the new Word Merge functionality.
The new features and enhancements to the existing features are as follows: