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User can start the mail merge process to create letters, emails, envelopes and labels from A360 and leverage the data to pre-populate some fields.
To set up, go to A360 Dashboard – Admin Tab (maybe hiding inside More) – CRM Admin - Personal CRM Settings
1) Download and install CRM Add-in (only works in Windows but not MAC)
2) Select Advisor ID to Sync
3) Sync with Outlook - "Yes"
4) Check off activities to Sync (or leave blank if this is not the intention)
5) Hit Save & Back
6) Follow the instruction in this Advisor360° Mail Merge Reference Sheet