{"id":9329,"date":"2014-12-30T08:35:05","date_gmt":"2014-12-30T08:35:05","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9329"},"modified":"2014-12-30T08:35:05","modified_gmt":"2014-12-30T08:35:05","slug":"control-access-to-merge-to-word-button-in-sage-crm-v7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/30\/control-access-to-merge-to-word-button-in-sage-crm-v7-3\/","title":{"rendered":"Control Access to Merge to Word button in Sage CRM v7.3"},"content":{"rendered":"

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3.\u00a0Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3<\/a>
\nIn this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document.
\nNew stuff<\/em><\/strong>:\u00a0<\/span> Quote Summary Screen Enhancements in Sage CRM v7.3<\/a>
\nIn Sage CRM v7.3, users can search for Companies or any other entities and Merge to Word<\/strong> button gets visible to the users. Refer below screenshot.
\n\"Merge1\"
\n‘Merge to Word\u2019 button is also visible on Groups<\/strong> screen as shown below.
\n\"Merge2\"<\/a>
\n<\/a>\u2018Merge to Word\u2019 button is visible on Quote Summary<\/strong> screen as shown below.
\n\"Merge4\"<\/a>
\nAdmin user can configure access rights to\u00a0Merge to Word<\/strong>\u00a0button by following below steps.
\n1) Login to\u00a0Sage CRM and Navigate to the user details section of user.
\n2) Here the user can set field\u00a0\u2018Merge to Word\u2019 under the Security panel of user as shown below.
\n\"Merge3\"<\/a>
\n3) If Mail Merge to Word<\/strong> is set as Yes, then Merge to Word option will be visible on Find Screen, Group Screen and Quote Summary screens.
\nDepending upon the settings done, \u2018Merge to Word\u2019 options will be available for Sage CRM users.
\nAlso Read:<\/strong><\/span>
\n<\/em>1)\u00a0Extra information from Person entity while Mail merge
\n<\/a>2)\u00a0Adding more details to single column of mail merge templates
\n<\/a>3)\u00a0Excel Mail Merge
\n<\/a>4)\u00a0Mail Merge Template
\n<\/a>5)\u00a0Print Current Date on Mail Merge Document in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3.\u00a0Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[78,157,170,240,241,271,272,304,332,342,1],"tags":[759,1155,1233,1601,1603,1719,1728,1859,1865,2035],"class_list":["post-9329","post","type-post","status-publish","format-standard","hentry","category-control","category-find-sage-crm","category-group","category-merge-to-pdf","category-merge-to-word","category-order","category-orders","category-quotes","category-sage-crm","category-sage-crm7-3","category-uncategorized","tag-control","tag-find","tag-groups","tag-merge-to-pdf","tag-merge-to-word","tag-order","tag-orders","tag-quote","tag-quotes","tag-sage-crm-7-3"],"yoast_head":"\nControl Access to Merge to Word button in Sage CRM v7.3 - 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\/2014\/12\/30\/control-access-to-merge-to-word-button-in-sage-crm-v7-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control Access to Merge to Word button in Sage CRM v7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3.\u00a0Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. 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