Mail merge can be used with essentially any entity in your RAMCO AMS. Mail merge allows you to use your CRM data withthe formatting functionality of MS Word by allowing the production of multiple (and potentially large numbers) of documents from a single template and a structured data source. You can access mail merge from Default and Custom Views, Campaigns, & Quick Campaigns. The RAMCO system allows you to enable mail merge for any entity by checking the Mail Merge checkbox from entity setting page
Need to merge Contacts or Accounts in your RAMCO system?
The topics that will rotate each week are: Advanced Find and Reporting Accounting Committees / Elections Workflows Email Templates / Send Direct Mail Portal Alerts / Page Text Word Templates Details about the new training sessions can be found here, as well as any updates or cancellations: https://ramcoams.connectedcommunity.org/events/event-description?
Weekly rotating topics include: Advanced Find and Reporting Accounting Committees / Elections Workflows Email Templates / Send Direct Mail Portal Alerts / Page Text Word Templates Date: Every Wednesday Time: 12 (Noon) Eastern Daylight Time (New York, GMT-04:00) Meeting Number: 924 067 955 Meeting Password: If prompted, enter QKYZyA3c Please click the link below to see more information, or to join the meeting. -- -- -- -- To join the online meeting -- -- -- -- 1
09-16-2020 | 12:00 PM - 01:00 PM ET
105 events in this series
RAMCO
500 New Jersey Avenue, NWWashington, D.C. 20001-2020
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