Category Archives: MailMerge

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »

Control Access to Merge to Word button in Sage CRM v7.3 – Part 2

As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More »

Adding Documents Tab to Leads in Sage CRM 2014 R2

In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More »

Mail Merge Errors in SageCRM 7.2

Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to default install. Any changes to these configurations can lead to issues with the merge process. We have discussed series… Read More »

Create Document Template in Sage CRM 7.1 SP2 and SageCRM 7.2

Document merge has been one of the essential features of Sage CRM. We can generate Letters, Quotations on the fly on predefined word templates. The question is how you can create and use the merge templates. I remember I had discussed the old way of doing it by using the Local Document feature in old… Read More »

Mail Merge and CRM Performance

SageCRM provides a feature for creating Document Templates in the system and generates Mail Merged letters on the fly. However this is one of the most Memory consuming features. The New Stuff: Twitter account under MyCRM SageCRM 7.2 On the application servers with less Random access memory (RAM) there might be considerable amount of effect on… Read More »

Extra information from Person entity while Mail merge

Merging to word templates feature can be used to merge quote/order details, search results group results etc to the document. One of the nice feature present in CRM is merging documents from summary screens. A case scenario of how we use it is like when we Create new customer in system, we generate welcome letter… Read More »