Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
Mail Merge Reports helps organizations to solve the needs to generate documents with information of any module and subpanels of SugarCRM/SuiteCRM. Can create documents in docx, xlsx (Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed. You can obtain any number of documents from any module using templates.
If you wish, you can try Mail Merge Reports downloading the Basic Edition found in our GitHub repository: Mail Merge Reports Basic
From version 2.0 the component is completely upgrade-safe and is compatible with all SugarCRM versions from 6.5.0 to 7.9, both CE and PRO editions, and all SuiteCRM versions.
NOTE: Supports On Premise deployments only. SugarCRM On-Demand is not yet supported at this time.
For all modules, there is a new "Generate Document" action in ListView and a new "Generate Document" button in DetailView.
Some example files will be installed by default for the Opportunities module. Open MailMerge Reports ListView to see them. Then go to Opportunities module (ListView o DetailView) to run some of the examples.
Go to MailMerge Reports module, and click on "Available variables list & Generate basic template" menu. Then select a module and select some fields to create a basic template. Once basic template is created, you can modify it according to your needs.
Create calculated fields from code for any module. Some examples of calculated fields are provided for Opportunities module, and some calculated fields for dates (today) are added by default for all modules.Read the readme.txt file from the zip installation file for more details on this feature.
Also you can select specific language for any report template, independently from active SugarCRM language, to format number, date and boolean fields. Some configured languages are distributed with the plugin, and you can modify them or create new language configurations. Read the readme.txt file from the zip installation file for more details on this feature. Available languages: es, es_AR, es_MX, en_US, en_GB, de, fr, fr_BE, it_IT, pt_BR, ca, nl, dk, ru, sv, pl, bg, hu_HU, cs, et, lt, tr_TR, he, id, sk_SK.
Merge images associated with Notes and Documents. Images associated with other modules can also be included in reports through calculated fields (consult us if you need this feature).
Control which templates have access each user through roles. Control what type of document can generate each user also with roles ('All', 'Only DOCX/ODT/XLSX/ODS', 'Only PDF' and 'None')
'Attach to email' functionality. Generate Document and attach to new email directly.
'Attach to Note' functionality. Generate Document and attach to new Note directly.
There is also a new Admin interface where you can select which modules you need to integrate with MailMerge Reports and new Roles-based permissions config to launch templates ('All', 'Only DOCX/ODT/XLSX/ODS', 'Only PDF' and 'None')
LibreOffice cde-package: PDF Generation for MailMerge Reports
In web hosting services where you can't install LibreOffice or Apache OpenOffice, please download our LibreOffice cde-package, unpack the tar file anywhere and set 'DHA_OpenOffice_cde' config variable (see "Config Variables" section in MailMerge Reports documentation).
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
Create personalized MS Office or Open Office letters and documents from any SugarCRM module with one click. Define and create templates for any module and generate Office documents on any record and its related records. Great for mail merges and more!
SugarCRM Report Exporter
Using our advanced scheduling options for exporting SugarCRM reports you will be able to have SugarCRM reports delivered to you by Email or FTP server. Exporting SugarCRM reports on regular basis has never been easier and it will help you get your data when you need it and where you need it.