{"id":23911,"date":"2020-04-13T05:13:10","date_gmt":"2020-04-13T05:13:10","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23911"},"modified":"2020-04-28T12:25:35","modified_gmt":"2020-04-28T12:25:35","slug":"sage-crm-2020-r1-extended-support-for-nested-mail-merge-part-1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/04\/13\/sage-crm-2020-r1-extended-support-for-nested-mail-merge-part-1\/","title":{"rendered":"Sage CRM 2020 R1: Extended support for Nested Mail Merge \u2013 Part 1"},"content":{"rendered":"\n<p> <a href=\"https:\/\/www.sagesoftware.co.in\/sage-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Sage CRM (opens in a new tab)\">Sage CRM<\/a> always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. Now with the release of <strong>SageCRM 2020 R1<\/strong>, this feature of Sage CRM is enhanced further. In earlier versions of Sage CRM, user was able to create nested mail merge template only for Quotes and Orders entity. But now with <strong>Sage CRM 2020 R1<\/strong>, users can create nested mail merge template for other entities like company, person, cases, opportunity and communication. <\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/04\/10\/converting-javascript-date-to-sage-crm-date\/\" target=\"_blank\">Converting JavaScript date to Sage CRM date<\/a><\/p>\n\n\n\n<p>In this blog, we will explain you how to enable nested mail merge in Sage CRM. Since the nested mail merge relationship is defined in <strong>MailMergeRelatedInfo<\/strong> table; user need to insert a new record in <strong>MailMergeRelatedInfo<\/strong> table. In below example, we will be using Company and Cases entity. So that, user can create a definition to nest a list of all cases under a company. <\/p>\n\n\n\n<p>First create a view of the fields (Case entity in my example) you would require to merge data of. We can also use the standard views available. Below are the parameters considered to create a nested mail merge template &#8211; <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>mmri_EntityName: Company<\/li><li>mmri_ChildEntity: Cases<\/li><li>mmri_ChildView: vListCases<\/li><li>mmri_LinkColumn: Case_PrimaryCompanyId<\/li><\/ol>\n\n\n\n<p>The <strong>EntityName<\/strong> is the parent entity.&nbsp; This is the outer table to be used.&nbsp; In my example, it is &#8216;Company&#8217;.<\/p>\n\n\n\n<p>The <strong>ChildEnity<\/strong> is the child entity.&nbsp; This is the inner table to be used while\ncreating template.&nbsp; In other words, this\nis the &#8216;nested&#8217; table in the nested mail merge.<\/p>\n\n\n\n<p><strong>Child View<\/strong> is the view to be used that joins child entity to the parent entity.&nbsp; <strong>LinkColumn<\/strong> is the key on the child entity that defines the relationship to the parent. Case_PrimaryCompanyId joins a child case to its parent company. <\/p>\n\n\n\n<p>There is no user interface provided in Sage CRM 2020 R1 to insert the data into the <strong>MailMergeRelatedInfo<\/strong> table. So here we have inserted record into the <strong>MailMergeRelatedInfo <\/strong>table at Database level i.e. SQL studio management. You can refer the below screen shot for SQL query to execute into the SQL studio management.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\">\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/04\/01_InsertQuery.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/04\/01_InsertQuery.jpg\" alt=\"Insert Query for MailMergeRelatedInfo table\"><\/a>\n\n<font size=\"2\"><center><i>Insert Query for MailMergeRelatedInfo table<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>In this way you can easily enable the nested mail merge for other entities. There are some limitations while enabling nested mail merge. You are limited to one Child set of data per entity. For example, if you have linked Company with Cases, you should not then link Company with Opportunities.\u200b Also, you must not delete or change the existing default definitions.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. Now with the release of SageCRM 2020 R1, this feature of Sage CRM is enhanced further. In earlier versions of Sage CRM, user was able to create nested mail merge template only for\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/04\/13\/sage-crm-2020-r1-extended-support-for-nested-mail-merge-part-1\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,53,102,228,332,352],"tags":[1552,1553,4106,4105,4093,4104],"class_list":["post-23911","post","type-post","status-publish","format-standard","hentry","category-company","category-cases","category-database-sage-crm","category-mailmerge","category-sage-crm","category-script","tag-mail-merge","tag-mail-merge-to-word","tag-mailmergerelatedinfo","tag-nested-mail-merge","tag-sage-crm-2020-r1","tag-sage-crm-2020-r1-extended-support-for-nested-mail-merge"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2020 R1: Extended support for Nested Mail Merge \u2013 Part 1 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/04\/13\/sage-crm-2020-r1-extended-support-for-nested-mail-merge-part-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2020 R1: Extended support for Nested Mail Merge \u2013 Part 1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM always had the capability to allow the users to create mail merge documents using the concept of nested mail merge. 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