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  1. 26 votes
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    0 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 
  2. 76 votes
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    7 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    Having a MS Word Plug-in would be a great feature. Many other online CRM programs offer that such as Sugar, ZOHO and several others. It would save a lot of time. In our business we create many Word docs every day. Having a direct Plug-in would save time and avoid the Excel freeze up. Please consider this a priority

    Anonymous commented  · 

    No It is not currently possible. Currently the only way to do a merge it to export the fields you wish to have in a document into an Excel spread sheet, then import them into your Word document from their. This is not only cumbersome and time consuming but often Excel freezes up requiring a reboot and starting over. A direct connection to MS Word would allow for the creation of multiple Word templates with the merge fields you want already set up. The when in a record you could simply press a button that says merge at Workbooks would then prompt you to select the correct template, complete the merge and create the completed document.

    Anonymous supported this idea  · 
    Anonymous commented  · 

    Mail Merge with MS Word is vital to many businesses. We use it for the completion of our reports which is the product that we sell. having to download into an Excel spreadsheet and then merge into the document is cumbersome and time wasting. Please consider this as a high priority.

  3. 62 votes
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    3 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 

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