Custom Mail Merge App: Difference between revisions

From Accelerator for SageCRM
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   Example of a full link
   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
   custommailmerge:http://serverOrIP/CRM/eware.dll/Do?SID=9425127913187&Act=200&Mode=1&CLk=T&Key0=1&Key1=56&Key2=70&T=Company
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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.

Revision as of 13:28, 23 November 2016

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.