Document Merging

Document merging is one of the most powerful features of OmniRush.  OmniRush allows merge templates to be created in Microsoft Word, and then merged for print, email, and fax use.  

 

These documents can merge data from all tables in the CRM system, as well as data from custom applications and SQL tables.  Data can be merged as single fields, or multiple rows of data can be merged in as a table.  Further, the data can be pulled from the database using any SELECT statement or stored procedure.  Z-Firm's merging architecture is super powerful, and is fully customizeable.  

 

Document merging is performed by the Database Connector module.  Merging happens automatically whenever the Database Connector processes a job that has merge documents.  See the section on merging for the complete story.