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EBSuite's CRM Software New Features, User Tips, and Feedback

Tuesday, August 15, 2006

Microsoft Office and Word 2003 XML Integration

Microsoft Office and Word 2003 XML Integration


Microsoft Office and Word 2003 and above users may now read and write Word documents in native WordML (XML) format, use EBSuite compatible merge keywords to upload WordML document templates and have one click access to the merged document. Documents can then be sent individually or in mass by email or postal mail. Users may create form letters using keywords and their company's stantionary with letterhead, fonts and other formatting. This new feature enables users to save a complete history of all letters, documents and communications within each customers' record.

For more information about this feature, please our customer support team.












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2/08/2007 3:35 PM  

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