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The mail merge application is available for download from the Accelerator page on My CRM.

This application only runs on windows and requires Microsoft word to be installed on the client.

It registers a URI (custommailmerge:)

This can be used from the BrowserX app or by coding its use into CRM (using client-side script or ASP code)

The Parameter is the full CRM URL

 Example of a full link

This application is the replacement for how you mail merge from the IE toolbar.

One difference is that you can also edit/merge an existing document and re-upload this (as a new record) into CRM.

Mail Merge Application incorporates several other features from the IE toolbar, such as:

  • "Email Document" - Immediately process without the option to edit opening an email and embedding the document
  • "Email Mail Merge Attachment" - Completes the mail merge and opens an email attaching a PDF of the merged document
  • "Print Document" - Immediately print without the option to edit.
  • "Download Merge Data" - Allows you to save the data from a view to use when building a new Mail Merge document


Demo video at

Released 31 January 2017 as part of 4.5.3

To add in a Mail Merge button on a custom entity you just add in something like the following to the summary page:

var xurl = "custommailmerge:" + CRM.url("CTProjects/CTProjectsSummary.asp?J=CTProjects/CTProjectsFind.asp&E=CTProjects"); Container.AddButton(CRM.Button("Mail Merge","edit.gif",xurl, "CTProjects", "EDIT"));