Mail Merge option for snail mail would be awesome
We deal with a lot of clients (older folks) who simply do not have email accounts. I need to prepare bulk letters to my contacts that must be printed and mailed. A mail merge function with letter templates would be awesome. Right now I have to download my contacts into csv file, and re-upload them into mail merge for word.
Then I have to copy the file to the contact record, or apply a note/complete a task for each person on my contact list that I have mailed to.
Please add a regular mail template option and mail merge for contacts to generate letters.
Thanks for listening.