Sage CRM Custom Mail Merge

The CRM Custom Mail Merge is a plugin for Sage CRM that allows you to finally cover off the gap of the lack of mail merging capabilities for custom entities and custom behaviours within Sage CRM.

It ultimately introduces a new API extension to the Sage CRM API so that Mail Merge can be run against document templates and any number of standard or bespoke data sources.

CRM was limited to merging against core entities, with the CRM Custom Mail Merge, this is no longer the case. CRM can now merge against any custom entity that has been created.

What's new in Custom Mail Merge 2.0 ?

  • Ability to create customised forms, template views and reports to expose new entities
  • New Mail Merge engine which does not require Office automation on the server
  • Create Table function
  • Create Text function
  • New Sample Template and coding example
  • Add To Library function

Screenshots 1:  Custom Mail Merge Admin Page 

 

Screenshots 2 Custom Mail Merge Template

Screenshots 3 Document generate by  CRM Custom Mail Merge 

For further details or write to us at crmproducts@greytrix.com or *call us at +1- 888-221-6661(US) or 800-032-2374 (UK & Europe) or +91-22-6768 7800 (India HO)

*The support hours vary based on Geolocation. Please give us 12-24 hours response time for phone or emails.