Custom Mail Merge App - Revision history

Sagecrmw at 10:32, 22 January 2026

2026-01-22T10:32:19Z

← Older revision		Revision as of 11:32, 22 January 2026
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			Since 5.2 the buttons now appear on the top right.
			If you see the 5.1 button replace the ct_init.js file

			[[File:new mail mrege buttons.png]]

	'''Upgrading to 5.1?'''		'''Upgrading to 5.1?'''

2023-03-28T13:03:33Z

2023-03-28T13:03:04Z

← Older revision		Revision as of 14:03, 28 March 2023
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	where USERNAME is the name of the windows user		where USERNAME is the name of the windows user

			----

			Open

			files://

			links.

			If you have a "file://" link in your system you may notice that this only works with IE (which is retired). So as a work-around for this we added in the ability to cope with

			files://

			(note the "s" as "file:" is reserved)

2023-03-07T13:20:20Z

← Older revision		Revision as of 14:20, 7 March 2023
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	and close Word and try again		and close Word and try again

			----
			From April 2023 release of the client the mail merge log fies will be

			C:\Users\USERNAME\AppData\Roaming\CRM Together\CustomMailMerge\logs

			where USERNAME is the name of the windows user

2023-03-06T19:55:05Z

← Older revision		Revision as of 20:55, 6 March 2023
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	** July 2018 - Microsoft Excel Mail Merge Released - Details below		** July 2018 - Microsoft Excel Mail Merge Released - Details below

			----
			Install the client

			* The client install requires that the user has admin access. This is needed as we register a URI (custommailmerge) that opens the windows app.

			Download the app

			[[File:custommailmerge download.png]]

			If you do not have permissions and try install you will see an error like this

			[[File:custommailmerge install error.png]]

			If you see this cancel out of the install and open the folder for the installer and right click on the exe and select "Run as Administrator"

			Then select "No" from the prompt

			[[File:custommailmerge no.png]]

			Complete the install
	----		----

2023-03-01T15:44:27Z

2023-03-01T15:43:04Z

← Older revision		Revision as of 16:43, 1 March 2023
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	Restarting IIS or recycling the CRM app pool is required for this to be picked up		Restarting IIS or recycling the CRM app pool is required for this to be picked up

			----

			Quotes items not merging - toggle codes

			This can be due to how the codes display

			For example if they look like this

			«quit_status»

			then check the box in the "Options" area in Word

			[[File:word toggle codes.png]]

2022-04-05T10:12:27Z

@@ Line 1: / Line 1: @@
 Client Requirements: Word 2016 or greater
@@ Line 4: / Line 19: @@
 Note: It's not possible to do automation with the Click-To-Run Office editions. It's due to the virtualization process used.
 ref: https://stackoverflow.com/questions/3372394/is-it-possible-to-automate-a-click-to-run-application
 ** Dec 2018 -  One click buttons can now be created
@@ Line 161: / Line 174: @@
 ----
@@ Line 239: / Line 242: @@
 ----
 Reply/Reply All/Forward with Outlook from within CRM

2022-04-05T10:00:52Z

← Older revision		Revision as of 11:00, 5 April 2022
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	----		----
			'''Verision 5.1'''

			The code for the buttons is in a file called ct_init.js

			located on the CRM server at

			C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom

			'''To uninstall the app delete this file.'''
			----

			'''Version 5.0 and earlier'''

	The code for the buttons is in a file called ct_browserx.js		The code for the buttons is in a file called ct_browserx.js

2021-08-23T13:18:08Z

← Older revision		Revision as of 14:18, 23 August 2021
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	----		----

			2021 Auto updates
			From version 5004 on updates to the client app will happen just like on your phone apps.

			When a user opens the app they will see an "Update Available" message.

			[[File:Mailmergeupdateavaila1.png]]

			Click on the text to open the download dialog

			[[File:Mailmergeupdateavaila2.png]]

			Click download and Install and follow on screen instructions to update your client.

			----

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