MS Word Integration With Customer Links
I am trying to find out how to integrate insightly into our workflow which includes creating quotations within Microsoft Word.
- We use MS Office 365 and Word is downloaded to our computers. Word is used to create quotations with templates we have created. Within Word we have many hundreds of auto-text/building-block items, allowing us to easily create a complicated and long quotation.
- Currently we use Business Contact Manager – BCM – which is an almost unknown CRM included in Microsoft Outlook. Unfortunately BCM has been discontinued and we users have 1 year to get ourselves sorted! Hence researching insightly among other CRM’s.
- To create a quotation, it is a simple process. From within BCM with the customer selected, we click on Mail Merge, which allows us to select one of a number of our MS Word templates. When the template opens it has links to Company, Name and Address of the person being quoted.
This is a very simplified description and I hope it makes sense?
But this is where I am struggling to find the easiest method of using insightly to create quotations.
The problem comes in how to create the quotation in MS Word with automatically linking Company, Name and Address details from insightly. Is there a way to do this which I cannot find?
The only method I found so far, is to copy and paste the Company, Name and Address. This is a four stage process but the address comes as a continuous string so has to then have numerous keyboard returns to get it correctly positioned.
Can you advise of any method to implement an automatic a better way of getting all the details for a quotation into MS Word?