Before you can start merging, you have to lay the groundwork for these new features. If your Google Apps domain is on Scheduled Release rather than Rapid Release, you'll need to manually enable add-ons for your users through your admin control panel. Next, either search "Solve360 CRM" in the add-on store or click this link to open the add-on's page. Click the
Note that add-ons are installed on user accounts and are not domain-wide; if you want all your employees to have access to this feature, they each need to enable the add-on.
This feature works best if you use Category Tags to separate your contacts into appropriate groups. For this example, we'll use our "Customer-Google Apps" tag:
After clicking "Load records", we're presented with a brief summary of the number of contacts (in this case) that we'll be merging. You can see that our category tag contains 206 contacts that match the tag "Customer-Google Apps".
Switch back to your document and write out your message. Make sure that you write it in such a way that you can simply drop your Solve360 fields in place using the "Insert fields" button to insert the appropriate Solve360 fields into your message, like the document below.
Click "Create document" and wait for the system to chew through all the records (it could take a little while). You can now view the merged document in Google Docs or download it as a PDF. To send multiple messages, open the merged document in Google Docs, select the first merge, and copy and paste it into an email.
Google Docs and Sheets add-on functionality will only grow as the services become more full-featured, so if there's something you want to do with Google Docs that you couldn't in the past, check them out.
There are already dozens of add-ons available and they've only been around for a month!