Word plugin is only getting Accounts_name field. Help is needed

[dyvel]

Hi everyone.

I'm really hoping for some help here. I've installed SugarOS, activated the mail merge function under Admin and for the user. I have installed the 30 day trial of Word plugin. I'm using Win Vista and Office 2007. Installation went fine and I can log in and plot the fields I want to merge with into my template.

So far so good. Now, when I'm trying to mail merge from word or directly from Sugar (I also uploaded the template) then only Accounts_name is merged - the rest returns errors with the field doesn't exists in the data. Today I tried again and no fields would merge. I checked and doublechecked that the fields contains data. The word plugin also made word crach and I've experienced that only sometimes could I select mail merge directly from word. Often mail merge is grayed out / not selectable.

So as you can see... help is needed. I really want to use SugarOS but I need some mail merge functionality that is easy to use.

I hope you guys and girls have some idears of what could be wrong.

Kind regards
Daniel

[dyvel]

Could this be a server issue in any way?

EDIT: I'm using SugarOS 4.5 (latest stable)

[Angel]

In the cases where the Mail Merge option is not enabled, it is likely due to the Word Plug In not being logged onto Sugar. Next time it happens, try selecting the Login option from the SugarCRM toolbar in Word and see if that corrects it.

As for the other issue, try recreating your template and see if that helps.

[dyvel]

In the cases where the Mail Merge option is not enabled, it is likely due to the Word Plug In not being logged onto Sugar. Next time it happens, try selecting the Login option from the SugarCRM toolbar in Word and see if that corrects it.

As for the other issue, try recreating your template and see if that helps.

Hi Angel and thank you for reply

I did try to recreate the template - several times. Nothing helped. My hair is getting grey to early over this... I'm starting a new business and I hate spending time on bugs instead of developing / marketing... but this just so god damn important... sorry for my french

[Angel]

Attach a sample template exhibiting the behavior to your reply to this message. Can't think of a reason why it shouldn't work.