Custom Mail Merge App: Difference between revisions
From Accelerator for SageCRM
No edit summary |
No edit summary |
||
| Line 23: | Line 23: | ||
One difference is that you can also edit/merge an existing document and re-upload this (as a new record) into CRM. | One difference is that you can also edit/merge an existing document and re-upload this (as a new record) into CRM. | ||
[[File: | [[File:Mailmergenewui3.png]] | ||
Demo video at | Demo video at | ||
Revision as of 09:59, 7 March 2017
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
EG http://serverOrIP/CRM/eware.dll/Do?SID=9425127913187&Act=200&Mode=1&CLk=T&Key0=1&Key1=56&Key2=70&T=Company
Example of a full link custommailmerge:http://serverOrIP/CRM/eware.dll/Do?SID=9425127913187&Act=200&Mode=1&CLk=T&Key0=1&Key1=56&Key2=70&T=Company
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.
Demo video at
Released 31 January 2017 as part of 4.5.3
