Tag Archives: mail merge

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 »

Quote Summary Screen Enhancements in Sage CRM 7.3

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff : Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to… Read More »

Mail Merge Errors in Sage CRM 7.2

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

Print Avery Labels from CRM

Use of labels has been greatly identified in terms of mailing due to ease of printing and accuracy of the data. Several business methodologies maintaining relation with clients through mails use the Avery standard labels to be used to quickly consolidate client details and attach the same on any material. Multiple labels can be printed… Read More »