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Thread: Mail Merge

  1. #1
    abrassell is offline Member
    Join Date
    Jul 2008
    Posts
    13

    Default Mail Merge

    My CEO wants to compare an email campagin to a direct mail campagin. To this end he wants me to do a mail merge to print the letters and envelopes. My question is can I do this from Sugar?

    I usually accomplish this by using an Outlook contact list as a data source and MS Word as the letter and envelope document generator. If I still have to do it this way, how do I get my Sugar data into an Outlook contact list?

    Thanks,

    Al

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    Germany
    Posts
    2,597

    Default Re: Mail Merge

    1) you could use the SugarCRM Word Plugin to generate mail merge files

    2) you can build a report of all targetlist addresses and use an csv or xls output of this report for a word mail merge

    3) you can write a mysql view for targetlist addresses and export these to a csv or xls file

    4) ....
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


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