Exporting for Mail Merge

[11-10]

Hi all,

I'm working on getting my company up to speed with sugar and I'm learning the ins and outs as we implement it in various parts of our company. Right now, the marketing team is using the leads we have in sugar for their mailing list. (Copy and pasting the info from sugar to their letters) This is slow, so I'm working on helping speed the process up.

I'm looking for a way to convert a CSV file to a vCard (I've found web based editors, but really, this is someone's confidential information and I don't think it's appropriate to risk it like that)

Or if anyone is familiar with Apple's "Pages" word editor, that would be good too. Pages doesn't allow a real csv doc to be used, I have to make it a .numbers file (Apple's version of excell) but after I do that, Pages tells me to "Please select a Numbers document that has one or more named header columns and one or more rows of data"
The CSV file has 20 contacts in it, so I'm not sure what it's asking for exactly, because I have 20 rows with data.

Or does sugar have a mail merge/form generator function? I looked for this briefly, but nothing looked like it fit the bill.

If anyone has ideas on this, perhaps I'm going about this the wrong way, or you happen to know a fix to any of the above courses of action, your help is greatly appreciated. Thanks!

[11-10]

Does the professional version of sugar have an internal mail merge?

[kuske]

In the professional edition there is word plugin, which can be used for mail merge letters in word.

[11-10]

Okay, thank you.

Also, slightly related, I'm looking to build a cron job to automatically select new leads and generate a .csv file for them once a day. Could you point me in the direction of documentation that would help me in this?

[kuske]

YOu should write an own scheduler job in /cutom/modules/Schedulers/_AddJobsHere.php in the sameway as the pruneDatabase job you can find in /modules/Schedulers/_AddJobsHere.php.