Mail Merge facility
I find it quite hard to believe that Base does not have a facility to write to a contact directly from their details. There is a facility to "Send an Email" so could you add another tab "Write a Letter"
This could be similar to the email tab, whereas the contact details, Name, Salutation, Address etc could be auto-filled, and then the content of the letter could either be manually entered, copy and pasted, or ideally, linked to a letter template within the system.
I feel very strongly that this is not already included as virtually all CRM's have this facility, even off the shelf systems. Even Word has a mail merge facility!
Thanks for your feedback and suggestions!
We’ve introduced email templates and merge tags (http://blog.getbase.com/new-feature-email-templates-and-merge-tags-now-available), giving you the option to create a single email that you can send to multiple recipients, with Base filling in the individual details.
If you have any suggestions or questions for us, just let us know!
Has any progress been made on this front? I find this pretty frustrating!
Chris Callahan commented
I agree, This would be a very useful feature. Salesforce has it natively. Why doesn't Base?
Dave Gutterud commented
Completed? I don't think so. He requested a MAIL MERGE...not an EMAIL MERGE
Bill Colburn commented
Plus 100. I need to be able to select a list of leads and then contact them via email. As an example, each message must be personalized with their first name and the name of their company. As it stands today, with Base I have to craft and send each such email individually. This is just completely untenable. Please, please either add mail merge features, which have been around for what, 20 years, or make it easy to use something like Mail Chimp.
James Rostance commented
I was just looking for this facility too.