Sage CRM

Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…

Has anyone encountered a 403 error when trying to perform a mail merge to a Word template? 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. It used to work but now…

Hi, There is a mail merge in 'Opportunity entity'. When mail merged to a word document, the value in the document is rounding off (for Eg: if the value is 10.50 it is coming as 11). I have checked the VmailMerge opportunity view and the database values…

Hi. I'm reaching out to the community in hopes that someone can tell me why I'm unable to run this particular mail merge. Before I begin, the mail merge functions works fine with another query that I have. This is a new query. It's quite an easy one…

Version: S age CRM 2018 R3 We created a custom entity for a client but at the time there was no expected need for a library or templates. The business practice has changed and we now need to add mail merge capability to the existing custom entity. Other…

Is it possible to do a mail merge on Cases + a custom sub entity in a manner similar to the Quotes/QuoteItems and Orders/OrderItems merges? Customer has sub-entity on Cases for "Engineer Visits" and wants to have the facility to generate/email a document…

I have a requirement for a customer where I had to build a new quoting entity for them as they have a few elements that don't fit with the standard, also the connector was installed on this system and that seems to have locked the standard entities away…

Hi, using the Sage200 connector is there a way to merge to word rather than pdf? There appears to be some switches in print.asp but are not documented and attempting to change them hasnt made any difference to how the merge is done. Secondly like…

Hi, We have updated the CRM to version 7.3 SP2.1. After modifying the templates with the necessary tags in this new version, we have a problem. The Custom Fields not listed on template after performing the merge. They can help us ? We must insert…

I just wanted to pass this along as it ended up being such an easy change and it appears to be working well. I had a client who wanted their company logo to appear on the mail merge but didn't want to use Microsoft Word. Initially this appeared to be…

I have a secondary entity tied to cases where users can enter multiple "items" they used on the case ticket, so a one to many scenario. What I'm trying to figure out is if it's possible to create a table in the mail merge for a case to show those multiple…

Hi, we have a customer that wants to include their logo on various mail merge documents (like a quote, for example) but they have a couple of different companies operating in one installation and each has their own logo. We want to find a solution that…

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…

Hi All, Experiencing a problem Mail Merge in Opportunity Entity not pulling through fields from CRM. Custom fields loaded in Opportunity View and appear in the dropdown list to create a new template, however standard and custom fields do not work…

Hello, I have been asked by a customer if it is possible to customise the way merged documents are named in the mail merge process. I have had a look at this but couldn't see anything - does anyone know whether it can be done and how? They are on v7…

I am messing around with sending a quote through a mail merge and am a little confused. Does the quote not automatically send as a email? It seems like its a pain to merge the document as a communication then create a new email/communication then attach…

When trying to mass email a group created from our "leads" by going to the group we've created and selecting "New Email" we are not given the correct fields from the "Choose Field to insert into the E-Mail" drop down menu. The only options we are given…

Hello all, I apologize if this is such a basic question but I have never dealt with a Mail Merge before and don't quite understand what it is. I have actually successfully done a mail merge in CRM and created the document. My question is this, does the…

Hi All, As the Title says - I am trying to create a Mail Merge (HTML or Word) to include information from Company Record and a custom entity I have modified the vMailMergeCompany to include my custom entity and this works as expected; I am following…

Hi, We're currently customizing a mail merge document for our customer who's using CRM Version 7.2a patch 1. After we add in new merge document (HTML format) and edit the same attachment again in Administration -> E-mail and Documents -> Document…

Hello folks - Thank you very much for the help you have already given. I have another issue and its kind of important. When we need to do a company merge, and we search for the second company, only a VERY small amount of info is shown about that…

Hello, I've created a new custom entity "fleet" depending on companies. My goal is to create a template with fields from that new entity but also from company, person, address, newprduct and familyproduct. When I add some search Select field …

I’m trying to do a mail merge in crm and it’s giving me an error in the scrm log (com.sage.scrm.model.mailmerge.error.MailMergeException: Could not create the Java virtual machine.). The dashboard and exporting to excel works. I've tried restarting the…

Hello, I would like some advice about a development I have to do in sageCRM 7.1 sp2. The objective is to see under the companies: The equipments that we sold. The contract they have on it The interventions made during the contract Print…

Hi everyone. I got a problem with my mail notification. I created a mail notification in person entity. condition is : Person - Gender equal to Male. I have set a specific user to 'To' field that when a new person is create he will get an mail this person…