word templates and merge functionality

[bellah]

Hi,

Firstly I am new to this forum so apologies if I have posted my question in the wrong area.

Please help...our company has just purchased the SugarCRM software and we are migrating from ACT 2011.

The company that is building customised fields has just informed us that MS Office 2010 most likely does not have a plug-in to work with SugarCRM.

Is this correct?

Secondly, as we are a financial services company an important feature for us was to be able to upload all of our word templates and to be able to go into a particular clients record and merge things such as name, address and all features of their portfolio such as investment details, superannuation details and life insurance details.

We have been informed that whilst Sugar has the capability to create email templates that the functionality we are seeking of being able to create and merge complex word templates with clients details held on Suagr....is not possible.

Is this correct?

thanks for any feedback!

[kuske]

Every area here is the right area to post important questions.

The Word Plugin 2010 was announced for version 6.1 and/or version 6.2 as you can read here: http://www.sugarcrm.com/forums/f5/of...lug-ins-62709/

After the new Outlook Plugin 2010 has been just released in Oct 2011 I suppose/hope the Word Plugin will come soon...
Will it?

[jmertic]

Every area here is the right area to post important questions.

The Word Plugin 2010 was announced for version 6.1 and/or version 6.2 as you can read here: http://www.sugarcrm.com/forums/f5/of...lug-ins-62709/

After the new Outlook Plugin 2010 has been just released in Oct 2011 I suppose/hope the Word Plugin will come soon...
Will it?

Yes, it will be coming soon, but we don't have an ETA right now.

[Linnane]

coming soon ?

Not looking for a binding commitment to delivery but some sort of an ETA/Best guess ...
1 month?
8 months?

[bellah]

Thank you for the reply.

Does anyone know re my 2nd question about the functionality of extracting data form the software and pre-populating complex word docs?

[jmertic]

Thank you for the reply.

Does anyone know re my 2nd question about the functionality of extracting data form the software and pre-populating complex word docs?

You could easily do this by calling Sugar thru web services in a script, which then automates Word to do the mail merge.

[Linnane]

Hi regarding the web service option. It sounds good. Is there any sample or tutorial that I could follow to get me started?

[jmertic]

Hi regarding the web service option. It sounds good. Is there any sample or tutorial that I could follow to get me started?

I don't have any end-to-end examples, but here's a few code snippets that show you how to do a few simple things.

https://github.com/jmertic/KSU_Capst...ter/2011-01-11