Unable to complete Word Plug-in Manual Instructions

[Costello]

I have been attempting to complete a mail merge in Sugar using the Microsoft Word 03 Plug-in, but the instructions in the user manual are inaccurate.

The manual says:

To perform a mail merge from Sugar
1. In Sugar, navigate to the appropriate module’s home page.
2. Click Mail Merge, which appears next to the Export link above the record list and
select one of the following: Selected Records, Current Page, or Entire List.

This is a screen shot of the area where the Mail Merge link was supposed to be, and as you can see it isn't. In fact, Mail Merge does not appear anywhere on the home page


I would appreciate an explanation as to why this is happening, and in plain english if you wouldn't mind because I know nothing about software development, just an assistant trying to do her job.

Operating SugarOpen Source, Version 4.5.1g (Build 1003) on Windows XP

[Angel]

This one got me before too.

The manual forgets to mention to make sure that the Mail Merge capabilities are enabled on your system, which are not by default.

Login as admin and click "Admin"

Click System Settings and turn on the Mail Merge option, click Save.

Then, login with the user account you are wanting to use and click "My Account." Make sure the Mail Merge option is enabled there too.

[Costello]

Thank you very much! You are an angel