CRM & Sales – Document Merge & Mail Merge Wizard
The Document Merge module in MRSware Desktop (EYOND.MRSware.Modules.DocumentMerge) provides an automated mail merge and letter generation wizard. It bridges your master CRM relationship data with formatted customer proposals, form letters, specification notices, contract agreements, envelopes, and mailing labels. Rather than manually copying contact names and addresses into Microsoft Word, reps and office administrators can select any group of records and generate hundreds of personalized documents in seconds.
Select records in any Table View or Card View, right-click, and choose Document Merge to launch the step-by-step merge wizard with pre-populated customer records.
Document Merge Architecture
The Document Merge system is engineered for high-throughput agency communications and proposal delivery:
🧙 Multi-Step Guided Wizard
Step-by-step workflow: select source records, choose or author a template, inspect field mapping tags, preview output, and generate documents.
🏷️ Dynamic Field Tags
Insert dynamic CRM merge tags like <<ContactName>>, <<CompanyName>>, <<AddressLine1>>, <<CityStateZip>>, and financial totals.
💾 Reusable Saved Merges
Save customized document layouts and recipient queries into SavedMerge templates for recurring monthly or quarterly mailings.
📮 Labels & Envelopes
Built-in layout templates for standard Avery mailing labels (e.g., 5160, 5163) and business envelopes (#10 regular, windowed).
Permissions & Navigation
- Required Base Permission:
MRSware/Document Merge– Governs access to merge templates and output generators. - Launching Document Merge: Select Tools → Document Merge from the main menu, or highlight records in CRM Contacts and click the Merge toolbar button.
Step-by-Step Merge Wizard Workflow
- Step 1: Choose Merge Source Entity: Select whether merge records originate from Contacts, Companies, Projects, or Invoices.
- Step 2: Choose Template: Select an existing Saved Merge template or create a new layout from scratch using the built-in rich text editor.
- Step 3: Filter & Verify Recipients: Review the recipient grid. Add, remove, or filter records by territory, category, or customer ranking.
- Step 4: Preview Merged Output: Page through merged documents on screen to verify that address blocks, salutations, and financial data render cleanly.
- Step 5: Generate & Print: Send directly to the printer (
MergePrintDocument.cs), export to Microsoft Word / RTF, or create an Adobe PDF bundle.
Dynamic Field Tags & Replacement Variables
| Merge Tag | Target Field | Output Example |
|---|---|---|
<<ContactName>> | Full contact name | Johnathan E. Smith |
<<CompanyName>> | Account company name | Apex Electrical Contractors |
<<AddressLine1>> | Primary street address | 1040 North Industrial Parkway |
<<CityStateZip>> | Formatted city, state, zip | Denver, CO 80204 |
<<Salutation>> | Formal greeting salutation | Dear Mr. Smith, |
<<SalesRepName>> | Assigned outside sales rep | Robert Jenkins |
<<ProjectTitle>> | Linked project title | City Hospital Expansion Wing |