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  • Ensuring a New Custom Entity has Mail Merge capabilities

    In order to make sure that your new Entities can use the server side Mail Merge they must have been created using the new Advanced Customization Wizard for Sage CRM v7.1 SP2. It is important to realise that this is an edited version of the wizard designed…

  • Adding Mail merge to existing custom entity

    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…

  • Mail merge case with secondary custom entity

    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…

  • 7.1g(SP2) Mail Merge with Nested Item on Custom Entity

    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…

  • How to make mailmerge with communication fields?

    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…

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