OpenCRM now supports document templates created and merged in any Rich Text Format word processor. This includes popular applications such as Microsoft Word, OpenOffice Writer and Star Office.

Templates are created using familiar tools, making the formatting of complex documents easier. In many cases new clients can adopt OpenCRM and carry on using the same document library, just by codding the merge variables, making the documents easier to produce, store and also bulk merge.

Documents can be created using custom filters, from grids and also direct from Contact, Company, Leads and Helpdesk tickets.

Merging is managed from within OpenCRM and is very fast, no need to output the data and merge the list manually. Documents that are merged are automatically linked to the relevant records and added to the document manager.

The OpenCRM built in HTML editor is still available, and will remain within OpenCRM as it has its own benefits to assist clients with 'cloud document creation'.

For more information please select this link, we would welcome any comments or feedback.