Salsa CRM interfaces with Google Docs to create and edit Word documents for donation form letters and for mail merge documents. Form Letters in Salsa CRM can be donation thank you letters, acknowledgment letters to families of tribute gifts, silent auction winner notifications, Canadian gift receipts, or membership welcome or renewal notices, for example.
NOTE: Google Docs saves any edits automatically. Google Docs may take a moment or two to save, indicated by "Saving..." in the Google Docs Iframe near the title of the Document. It is recommended that the user wait until that process is complete before saving to the CRM.
Global Change of Word Processors
For CRM system administrators, there is a new global setting to set Google Docs as the word processor of choice for all users at once. This setting locks the word processing option for all users and can only be turned off by this setting as well.
Word Processing Permissions
CRM users need to have a Role that includes the data-related permission Word Processing, which controls access to the Manage > Documents > Word Processor screen.
Google Docs Authorization
Google Docs needs to be authorized first before it can be used as the word processor of choice.
Process For Creating Form Letters
The first step in creating a Form Letter is to create a new Document and save into Salsa CRM. You can also upload a file from Google Drive or upload a file from your local hard drive or network.
NOTE: Document names are limited to 150 characters or less.
The second step is to edit the file to ensure compatibility, such as adding CRM data variables to your Document, which get replaced with actual data when the form letter is generated.
The last step is to make sure Salsa CRM knows that Document is to be a designated as a Form Letter.
Formatting Documents With Google Docs
Supported Document Formats
Google Docs supports documents formatted in Word DOC or DOCX format, or in RTF format. For more information on using Google Docs to format your content, see this article on how to change paragraph and font formatting or review this Google Docs Cheat Sheet.
NOTE: Salsa CRM's internal word processor will still handle HTML and Text Only documents and remains the word processor for all emailed form letters or mail merges in Salsa CRM.
When you start a new document, the file is automatically saved in Google Docs until you save and close the file, at which time, the file is saved to Salsa CRM. This is represented by the left half of the flowchart below.
If you search for an existing file in Salsa CRM to edit (per the right half of the flowchart above) then Salsa CRM transfers a copy of the file to Google Docs, edits and automatically saves your work there in Google Docs. When you Save and Close the file, it updates the file in Salsa CRM, replacing the old version with the new version.