Dear Sugar Colleague,
I have the following topics with mail merge through Sugar Plug-in for Word
1) a template with fields stored in the footer don’t work. The fields must be stored in the document.
2) Performing a mail merge <organizations, actions , perform mail merge> starting form organizations result
in a mail merged document stored by general documents. This instead of a related document of an organizations (just a link from history to Documents.)
With a second action the document can be selected by the related organization (subpanel documents and select document.)
This is an topic because it is not an efficient way of working with this approach.
Anybody ideas, inpit?
Regards,
Edwin Best


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