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CRM: Letter Templates now Compatible with Office 2013

CRM – Release 11.15.4

Update Letter Templates – Add Compatibility with MS Word 2013/Office 15

With the more widespread use of Microsoft Word 2013, the Letters Template has been tweaked to be fully compatible with Office 15.

This feature applies only to G2 CRM Users.

In G2 Admin> Setup> Configure CRM> Marketing> Update Letter Templates, open an existing Letter Template and then click on Preview Letter. The User should have no errors in Preview Letters.

Preview Letters should remain fully compatible with older versions, such as Microsoft Word 2007.

Admin

Letter Templates for Office2013

Setup

Letter Templates for Office2013-2

 

Configure CRM

Letter Templates for Office2013 3

Marketing

Letter Templates for Office2013 4

Update letter templates

Letter Templates for Office2013 5

Search for existing letter

Letter Templates for Office2013 6

Select letter

Letter Templates for Office2013 7

Click on preview letter

Letter Templates for Office2013 8

 

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