{"id":25609,"date":"2021-07-30T09:40:24","date_gmt":"2021-07-30T09:40:24","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25609"},"modified":"2021-07-30T09:40:28","modified_gmt":"2021-07-30T09:40:28","slug":"deselect-create-communication-during-mail-merge-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/07\/30\/deselect-create-communication-during-mail-merge-in-sage-crm\/","title":{"rendered":"Deselect Create Communication during Mail Merge in Sage CRM"},"content":{"rendered":"\n

Sage CRM<\/a>\u2019s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server \u2013 side process, doesn\u2019t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply means CRM users can perform mail merges while working with Sage CRM in Firefox or Chrome. Mail Merge functionality is by default available for Standard entities in Sage CRM for e.g. Company, Person, Case, Opportunity, Quote, Order etc. <\/p>\n\n\n\n

In addition to this, it is also possible to perform mail merges for newly created custom entities. The only prerequisite to be able to do this, is that the newly created custom entity; created using the Advanced Customization Wizard must have the Library and Communications rights. That is, the \u2018Has Library\u2019 and \u2018Has Communications\u2019 checkboxes at the time of entity creation must be selected.<\/p>\n\n\n\n

New Stuff<\/em><\/strong>: Display On screen notification to Team rather than specific User<\/a><\/p>\n\n\n\n

As per the process designed in Sage CRM, Mail merges can be performed against any entity\u2019s record details captured in CRM. Sage CRM by default provides some predefined templates for merging. However, we can also create customized templates as per the client\u2019s need and make them available for Merging. User just needs to initiate the process by clicking on the Merge to Word or Merge to PDF button; select the preferred template and proceed with Merge button. But during this process, a copy of the merged document is created by default in CRM.<\/p>\n\n\n\n

<\/a>\n\n
Create Communication and save merged document checkbox checked<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

This copy is accessible under the Communications tab.<\/p>\n\n\n\n

<\/a>\n\n
Copy of Merged documents in Communications tab<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

This functionality is good as User will always have a copy of the details that were merged and shared further with the concerned person however, it may create a confusion wherein the merged document is manually edited by the higher authority before sharing it with the further party.<\/p>\n\n\n\n

One such requirement was of our client, where they used the Mail merge process, edited, or say updated the merged document with some additional information and uploaded the edited version back into the CRM for reference purpose. For such scenario, the copy maintained under the Communications was of no major use to them and hence they had a requirement wherein we could disable or keep the \u2018Create Communication and save merged document\u2019 <\/strong>checkbox deselected by default to avoid the manual step.<\/p>\n\n\n\n

We achieved this requirement with the help of Javascript that was maintained under the CRM directory. To do so, just write the below lines of script and save it under the Custom folder of CRM directory i.e. on C:\\Program Files (x86)\\Sage\\CRM\\<CRM Instance Name>\\WWWRoot\\js\\custom <\/strong>path.<\/p>\n\n\n\n

<\/a>\n\n
Javascript to deselect the checkbox<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

Once done, execute the IISRESET command and check the mail merge process. \u2018Create Communication and save merged document\u2019 <\/strong>checkbox will be deselected by default.<\/p>\n\n\n\n

<\/a>\n\n
Create Communication and save merged document checkbox unchecked<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

In this way, we achieved the requirement of deselecting the \u2018Create Communication and save merged document\u2019 <\/strong>checkbox without majorly hampering the standard functionality of CRM. At any point of time, if Users needs to save the copy of the merged documents, they can do so by selecting the checkbox again.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

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

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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM\u2019s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server \u2013 side process, doesn\u2019t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply\u2026 Read More »<\/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":[30,31,55,57,65,70,73,77,78,92,98,117,122,134,135,136,137,182,188,213,228,240,241,242,310,332,335,3986,351,399,426],"tags":[4446,4444,4443,4442,1552,4107,1553,1556,1601,1603],"class_list":["post-25609","post","type-post","status-publish","format-standard","hentry","category-attachment","category-attachments","category-checkboxes","category-choice","category-codeless","category-communication","category-configuration","category-context","category-control","category-custom-entity","category-customization","category-disable","category-document-sage-crm","category-enable","category-enable-act-crm","category-enhancements","category-entity","category-iisreset","category-inetmgr","category-library-sage-crm","category-mailmerge","category-merge-to-pdf","category-merge-to-word","category-merged-companies","category-records","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-screen-sage-crm","category-template","category-visibility","tag-communication-during-mail-merge","tag-create-communication-during-mail-merge","tag-deselect-create-communication-during-mail-merge","tag-deselect-create-communication-during-mail-merge-in-sage-crm","tag-mail-merge","tag-mail-merge-templates","tag-mail-merge-to-word","tag-mailmerge","tag-merge-to-pdf","tag-merge-to-word"],"yoast_head":"\nDeselect Create Communication during Mail Merge in Sage CRM - 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\/2021\/07\/30\/deselect-create-communication-during-mail-merge-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Deselect Create Communication during Mail Merge in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM\u2019s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. 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