Mail Merge Plug-in

**djudge** · 2011-01-12, 03:54 PM

Hi,

I'm trying to use Sugar CE for mail merges. It looks like I have to upgrade to Sugar Pro to get the required MS Word plugin. My questions are:

1) is it posible to just get the MS Word plug-in without a full upgrade to Sugar Pro?
2) If I upgrade to Sugar Pro, will I be able to use my Custom Module's data in the mail merge?
3) Can anyone suggest a good free plugin as an alternative - to perform mail merges in Open Office?

Any help appreciated,
Dave

**ben.gillis** · 2011-01-12, 08:23 PM

1 it is only available with pro
2 yes you can use data from all mods
3 I don't know of any, but there may be some. Check at http://www.sugarforge.org/

Ben Gillis
SugarCRM Trainer
Plus Consulting
http://training.plusconsulting.com/Pages/SugarCRM.aspx

**Angel** · 2011-01-12, 09:00 PM

A minor point of clarification, the Sugar produced Word plug in is only for Pro/Ent, but there are viable 3rd party alternatives on SugarForge.org for Community Edition. The GrinMark MS Office Plugin will allow you to perform mail merges with Community Edition and Word.

**djudge** · 2011-01-13, 08:21 AM

Thanks for the replies.

Although, it doesn't look like the GrinMark product handles custom modules (all my modules are custom!)

Cheers

**Angel** · 2011-01-13, 03:31 PM

Give this one a look as well to see if it is a better fit:

http://www.crm2office.com/

I don't have direct experience with that one, but I've heard from others that it works well.

**djudge** · 2011-01-18, 09:05 AM

Thanks Angel,

I checked this one out.

Plus points:
easy to install and use
free!

Minus point
Doesn't handle custom modules.
[the site says it will handle CMs "in the future" though]