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  • Group Mail Merge

    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…

  • Mail Merge 403 Error

    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…

  • A value from opportunity table is rounding off when mail merged to word document.

    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…

  • Mail merge error in SageCRM 2018 R3

    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…

  • Using the Mail Merge Feature: Some Practical Tips

    Introduction Mail Merge allows you to produce printable documents merged with details from Sage CRM, for example customer contact details, product details, and quote and order items. Mail merge templates contain Sage CRM merge fields, which are placeholders…

  • Working with Microsoft Word Templates in Sage CRM

    Working With Existing Microsoft Word Templates The majority of existing Microsoft Word mail merge templates that you work with will continue to work as normal - for example, those that merge Company and Person information. However, you will not be able…

  • How Mail Merge Works

    In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created. Mail Merge for Sage CRM takes place server side. I have discussed previously in the article …

  • Editing an Existing Microsoft Word Mail Merge Template in Sage CRM

    I blogged last week about Working with Microsoft Word Templates in Sage CRM and want now to expand on that subject a little further and talk about editing Word templates in Sage CRM. Sage CRM Administrators can edit existing Microsoft Word mail merge…

  • 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…

  • Editing Word Templates and Adding in 'Check Boxes' in the merged document

    A customer had a requirement to present data from a checkbox field in a merged document in a more attractive way. I had added two fields to the person table, both of type checkbox. pers_workdividendapplies pers_workstatusconfirmed I then…

  • 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 cases + sub entity

    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…

  • Nested Mail Merge in custom entities

    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…

  • Sage200 Connector Mail Merge

    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…

  • Merge Templates with Custom Fields

    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…

  • HTML Mail Merge, add image to mail merge with word

    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…

  • 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…

  • Adding a dynamic logo to a Mail Merge

    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…

  • Mail Merge don't use translations?

    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…

  • Sage CRM 7.2 - Mail Merge in Opportunity Entity - Fields Not working

    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…

  • Changing the naming scheme for mail merge documents

    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…

  • Mail Merge a Quote

    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…

  • Mass email function

    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…

  • Sage CRM Mail Merge

    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…

  • 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…

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