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MAIL MERGE INTEGRATION TECHNIQUES

  • US 20090313209A1
  • Filed: 06/17/2008
  • Published: 12/17/2009
  • Est. Priority Date: 06/17/2008
  • Status: Active Grant
First Claim
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1. A method for generating a mail merge document from a customer relationship management application that can integrate with a mail merge operation on a client-side word processor comprising the steps of:

  • receiving one or more mail merge settings from a user, including a record set to use in a mail merge operation;

    creating a new mail merge document;

    adding the record set to the new mail merge document; and

    adding a link to a template that will control the mail merge operation on a client-side word processor, the template being operable to be attached to the new mail merge document and opened on the client-side word processor.

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