wMobile User Group: Document Merge Templates

wMobile User Group: Document Merge Templates

wMobile Desktop has document merge functionality (different from that used in GoldMine). Separate templates must be created for use in wMobile Desktop. We will review how to easily create document templates in wMobile Desktop and how to use them. The resulting documents can be output in Word or PDF formats.

Related Webinars

wMobile User Group: Managing Opportunities and Projects in wMobile Desktop

In this webinar we reviewed creating Opportunities and Projects, using templates, converting an Opportunity to a Project, and the improvements in the Opportunity and Project list views.

View Webinar

wMobile User Group: Using Email in wMobile Desktop

Our wMobile User Group webinar focused on the topic: Using Email in wMobile Desktop.

View Webinar

wMobile User Group: Resources and Product Updates

In this webinar, we covered the new updates in wMobile and reviewed the future product roadmap.

View Webinar

wMobile User Group: Using Cases in wMobile Desktop

Learn how to create, reassign, escalate and resolve cases in wMobile Desktop as well as how to create and use templates for common issues to save time creating new cases.

View Webinar