You can use the Microsoft Word add-in in Access Charity CRM to:
Build document templates.
Log document templates.
🤓 Tip: We also have add-ins for Microsoft Outlook and Excel.
Install the Microsoft Word add-in
The updated addins are available with both the locally installed and browser based versions of Word. To install them:
Open Microsoft Word.
Click File then click Get Add-ins.
Click the Store tab.
Search for Access Charity CRM.
Click Add.
Build document templates
Within Microsoft Word, you can create document templates and select from many document types.
Select the relevant document type you'd like to build.
Select the relevant fields then click Insert selected field(s).
Click Next then enter a description and file name.
Click Log template.
You can now view the document in Access Charity CRM.
Log document templates
When creating or receiving an email, you can log the email against a contact's record in Access Charity CRM. To do this from the email:
Click the write icon then select the communication type.
Select the purpose of the communication then click Yes.
Highlight the relevant template then click Select.
Open the document then enter the subject.
Select the category and, if required, amend the document name.
Click Log Communication(s) to CRM.
You can now view the document against the contact in communications.