You need to sign in to do that
Don't have an account?
SKM.Leg
Create a Single Letter from Salesforce
I would like to be able to open a contact record in SF and generate a custom Word letter to an individual contact using their SF address fields. It only seems that you can do this using templates and mass mail merges. The user in our group that needs this feature generates customized letters to individuals (vs. groups), so templates aren't practical. Any workarounds that reduce the number of steps to create a letter and store it in SF are welcome.
Have used 3rd party application called conga merge/conductor to generate one off word files. Might be an easy solution for you guys..