Sage CRM

Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…

Hello, I found this article on the CRM Accelerator help pages, where it is stated that you can perform a mail merge on a specific document via a "one click button": http://accelerator.crmtogether.com/index.php?title=Custom_Mail_Merge_App . I want to…

Hi, i have a Word template (offer) created in French and for example the caption code is "Mr" from the Caption Family pers_salutation and the French translation is "Monsieur". When i user mail merge for an offer and the merge field pers_salutation i wouldn…

Help! In need of some assistance with mail merge as I have searched the community and I have not been able to find a solution to our issue. We create a document for each company that we intend to email at a later time. When we create the document, we…

Hi, I'm trying to create a label using merge field but I can't seem to work it out? I'm currently using CRM7.1SP2 Instead of getting multiple label in one page, I can only get one record per page and other merge field in that page will appear as normal…

Hi all, I've created a mail merge using a word template, that creates the address from the person. So the template looks something like; «pers_dear» «pers_initial» «pers_lastname» «comp_name» «addr_address1» «addr_address2» «addr_address3» «addr_address4…