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Download a Contact’s information into a template

RealtimeCRM enables you to download Contact information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through creating a simple template letter that invites…

  • contactsdocumentsexporttemplate
  • Support

Download Project details into a template?

To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…

  • documentsexportprojectstemplate
  • Support

Download an Opportunity into a Quote template

To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…

  • documentsexportopportunitiesquotetemplate
  • Support

Downloading Company information into a template

RealtimeCRM enables you to download Company information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through the process of creating a simple addressee…

  • companiesdocumentsexporttemplate
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