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Thread: No mail merge button?

  1. #1
    hdnrick is offline Member
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    Apr 2009
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    Default No mail merge button?

    I set up a template related to the CASE module and uploaded it. I'm trying to do the step by step of mail merge with the manual - however there is no MAIL MERGE button anywhere.

    help

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: No mail merge button?

    Make sure that you've enabled the Mail Merge option under Admin > System Settings. There is also a similar setting with your login's preferences.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    qmv
    qmv is offline Senior Member
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    Dec 2008
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    24

    Default Re: No mail merge button?

    I thought mail merge does not work in community edition
    Which version do you have?

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: No mail merge button?

    Not so.

    It should work as long as you have the Word plug-in. I believe the only recent change that affects this is that you can no longer purchase the Word plug-in for Community. Thus, if you had purchased it before the change, it should still work.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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