To create your own letter template in Word document that is compatible with CRM2Print, please follow these steps: 

  • Prepare and type your letter on a blank word A4 document file.
  • You can add mail merge fields on the body of your letter.
  • Create mail merge fields that CRM2Print will use in filling out your letter templates e.g., name, greetings, or address.
  • If you’re using Windows, open your Word app then go to Insert > Quick Parts > Field…
  • A Field window will open. Under Field names, select MergeField. 
  • On Field Properties section, you can create your own field name (e.g. property_address or owner).


  • If you’re using MacOS, open your Word app then go to Insert > Field.



  • Under Categories section, select Mail Merge and under Field names section, select MergeField. 
  • Type your preferred mail merge field with the format MERGEFIELD FieldName (ex. MERGEFIELD property_address). 



  • Click OK to insert the mail merge field you’ve created. 
  • Once you’re done creating your letter template, save the Word document.