Mail merge for Evolution

Mail Merge for Sage Pastel Evolution gives you the ability to create your own templates and merge it with the data from the records in your Sage Pastel database, and it can automatically create an incident for you to track on that activity.

This mail merge application will allow you to mail merge your documents ans letters easily and quickly. You can link and save your templates and categorise them so you can easily organise, manage and search for the templates for the meail merge.

Mail Merge for Sage Pastel Evolution addon has been specifically designed to:

• Easy Data Connection
• Merge (individually or in bulk) Customer, Suppliers, Incidents and Contracts details into Microsoft Word.
• Optinally create an incident at the same time and leave it open or closed for furhter action
  • Set a specific agent to deal with the incident dreated.
  • Set category and incidnt type
• Custom design your own merge fields by grouping Evolution tables
• Customise what fields to display and search.
• Simple insert the merge fields in your Word Document
• Merge bulk records based on filters

 Click Here for the Mail Merge documentation