CRM Win User Guide

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Aurea.CRM and Third-Party Products

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Aurea.CRM and Third-Party Products
Word Processor

Word Processor

Learn how to transfer data from Aurea.CRM to your word processor.

Below are the various methods to transfer data from Aurea.CRM to your word processor.

Preparation
Learn the steps to transfer data from Aurea.CRM to your word processor to generate document merges and single letters.
Single Letters
Learn how to create single letter and manage it.
Mail-merge Letters
Learn how to create and disconnect mail merges.

Aurea.CRM and Third-Party Products
- Word Processor
- Spreadsheet
- E-mail Clients
- Data Transfer Tips

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