Excel and Word


Microsoft Corp.

Using Comma Separated Value (CSV) files, 1CRM can import data contained in Excel spreadsheets, and can also export data from reports or list views into Excel for further charting or analysis.


Microsoft Corp.

Mail Merge Feature: Using Rich Text Format (RTF) files, 1CRM can use document templates prepared in Microsoft Word to generate customized PDF documents for any number of clients from one to thousands.

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