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Sage CRM Custom Mail Merge

The CRM Custom Mail Merge is a plugin for Sage CRM that allows you to finally cover off the gap of the lack of mail merging capabilities for custom entities and custom behaviours within Sage CRM. It ultimately introduces a new API extension to the Sage CRM API so that Mail Merge can be run against document templates and any number of standard or bespoke data sources.

CRM was limited to merging against core entities, with the CRM Custom Mail Merge, this is no longer the case. CRM can now merge against any custom entity that has been created.

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Opportunities multiply as they are seized. Seize yours now! Contact Us

Features of Sage CRM Custom Mail Merge

Key Features:

  • Ability to create customized forms, template views and reports to expose new entities
  • New Mail Merge engine which does not require Office automation on the server
  • Create Table function
  • Create Text function
  • New Sample Template and coding example
  • Add To Library function
additional key features-CRM custom mail merge

Additional features of Sage CRM Custom Mail Merge

Additional features includes

  • It’s a full SDK, it allows you to do anything you want around mail merge, multiple data sources, 3rd party data sources, image placement, stylising fonts, borders, etc.
  • It has the option for PDF generation
  • It can be worked into Workflow actions
  • Text placement as well as basic field merges
  • Uses bookmark placements
For more information on Sage CRM Custom Mail Merge, write to us at crmproducts@greytrix.com

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  • Trial Greytrix Custom Mail Merge (compatible with Sage CRM v7.0 – v2020)

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  • Address : 1390 Market Street, Suite 200
    San Francisco, CA 94102, USA.
    Toll Free : 1 888 221 6661
    E-mail : us.sales@greytrix.com

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  • Address : LONDON, 20 Garrick Street,

    London WC2E 9AX.
    Toll Free : 0800 032 2374
    E-mail : uk.sales@greytrix.com

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  • Address : DEVELOPMENT CENTRE B301, 3rd Floor,

    Everest Nivara Infotech Park, MIDC, Turbhe,

    Navi Mumbai - 400 705.
    Tel : 022 6768 7800
    E-mail : na.sales@greytrix.com
    For Career : job@greytrix.com

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