Merge a Document Template for an Entry

Updated 2 years ago by Celina Kwan

You can merge document templates for your Maximizer entries. When you merge the document template, the merge fields in the template are replaced with values from the current Maximizer Address Book entry, Opportunity, Customer Service case, or Hotlist task.

  1. Click on the Address Book entry, Opportunity, Customer Service case, or Hotlist task to make it the current entry.
  2. Right-click the entry and select Merge to Document.

– or –

Select Actions > Merge to Document.

  1. Select the document template in the list that you wish to merge and click OK.

The document template opens in Microsoft Word with the merge fields in the template replaced with values from the current entry.


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