Search Results
Articles tagged "mail_merge" returned 183 results.
Page 1 of 19
Using Word Mail Merge
...Close modal Step 5 Preview the email Close modal Step 6 Complete the merge Select merge electronic mail. OK Close modal The emails will be sent from your email address....
Email Merge Fields
...Merge fields or to create a new one. Close modal Info Using a Merge Field in your Design will add a Merge Fields button at the top for you...
Merge Fields
...and a preview value. Use the Select CRM field button to link this merge field with the specific field that you want to use in your email: Close modal Specify...
Building your Template
...option. Close modal Merge Field Use this option to link your text content to a Merge field from Gold-Vision CRM. Choose from a pre-defined set of Merge fields; or, depending...
User Mail Tracking Setup with Basic Authentication
...contact us if you require more information. IMAP v2 Googlemail and Gmail require this option. Close modal Host Address eg. imap.gmail.com Mailbox Username This is the user’s email address. Mailbox...
Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Mail Tracking & Calendar Troubleshooting
...mail tracking. User Mailbox Connection Test Whilst the mail tracking diagnostics provides a high level overview, more detailed information can be obtained by running individual tests against each user. Open...
Mail Tracking Settings
Global Mail Tracking Settings To setup the global Mail Tracking Setting for your Gold-vision system go Mail Tracking Settings in the Settings area. In addition to these settings mail tracking...
How to send an email with Connect
...email. Click the grid icon in the top right corner of your screen on Gold-Vision, and select Connect. Close modal Tip Email whitelisting is an important process to improve email...
Bulk Document Production
...in document storage Create Merged Document – select this option if you would like one large output containing documents for all selected items 6. Click Generate Documents 7. A new...