Custom Mail Merge App: Difference between revisions

From Accelerator for SageCRM
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https://vimeo.com/201688906
https://vimeo.com/201688906


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Released 31 January 2017 as part of 4.5.3
Released 31 January 2017 as part of 4.5.3
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Revision as of 18:26, 30 January 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

https://vimeo.com/201688906


Released 31 January 2017 as part of 4.5.3