• How to Merge Data from Opportunity into Word Document

    Hello, I want to achieve the following behaviour: Within an opportunity the User clicks a button that opens an asp page. In that page he selects some documents. Now I want that if the user clicks "Save" the choosen document opens from the CRM library…
  • Merge to Word and Merge to PDF Missing in the More tab

    Hello, Something strange is happening in our Sage CRM Cloud: We just went live. One of our sales reps created a quote and attempted to send it to a customer and noticed that : "Send quote", "Print Quote", "Merge to Word" and "Merge to PDF" does not…