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.
Starting from version 2.0, the component is compatible with SugarCRM PRO, but ...
- MailMerge Reports is not compatible with Sugar On-Demand
- MailMerge Reports can not be installed on SugarCRM with ModuleScanner activated ($sugar_config['moduleInstaller']['packageScan'] = true)
From version 2.4.0 is compatible with SugarCRM 7.
Compatible with SuiteCRM
- Bug [Premium version only] - SuiteCRM 7.9 & 7.10 - Attach to email functionality doesn't open correctly compose email form from listview.
- Bug [Premium version only] - Warnings about compatibility of function populateFromRow with PHP 7 and SuiteCRM.
- Improvement - Available variables list in SuiteCRM : the module titles looked too big and the module icons were not being displayed
- Improvement - Cache problems with template downloads solved, at least with Firefox >= 62.0
- Bug - Possible bug when logging from expired session. View case https://store.suitecrm.com/support/mail-merge-reports/949
- Bug [Premium version only] - SuiteCRM 7.9 - Attach to email functionality does not open compose email view in SuiteCRM 7.9.x releases. This will work only from SuiteCRM 7.9.10 version due to bugs in SuiteCRM. Please see https://github.com/salesagility/SuiteCRM/issues/4884 and https://suitecrm.com/wiki/index.php/Release_notes_7.9.10
- Item duplication prevention in generate document menu
- [Premium version only] Sugar 7.9 support. Please see "SugarCRM 7 Notes" section in README.txt file. IMPORTANT, see "SugarCRM 7.7.2 and later Notes" in README.txt if you are planning to install this component in SugarCRM 7.9
- Bug - SuiteCRM 7.8 - Issue when uninstalling on SuiteCRM when delete tables has been chosen. View case https://www.sugaroutfitters.com/support/mail-merge-reports/3160
- Bug - SuiteCRM 7.7 & 7.8 (reproducible only with SuiteP theme) - 'Generate document' button is gone from DetailView
- Bug - SuiteCRM and SugarCRM (previous to version 7.7) - Bug introduced in v2.5.7 - Enabled Roles drag and drop panels is gone from Config view.
- [Premium version only] Sugar 7.8 support. Please see "SugarCRM 7 Notes" section in README.txt file. IMPORTANT, see "SugarCRM 7.7.2 and later Notes" in README.txt if you are planning to install this component in SugarCRM 7.8
- [Premium version only] Sugar 7.7 support. Please see "SugarCRM 7 Notes" section in README.txt file. IMPORTANT, see "SugarCRM 7.7.2 and later Notes" in README.txt if you are planning to install this component in SugarCRM 7.7.2
- Contact email changed
- [Premium version only] Sugar 7.6 support. Please see "SugarCRM 7 Notes" section in README.txt file
- Bug [Premium version only] - Error in manifest.php with Sugar 7.2
- [Premium version only] In generate Document form, when selecting Templates, if number of Templates in Module > $sugar_config['list_max_entries_per_subpanel'] then only $sugar_config['list_max_entries_per_subpanel'] Templates will be displayed, and a new 'More Templates ...' link will be displayed, to open standard popup of record selection.
This is useful when we have a big set of Templates in a Module.
Note In Sugar 7.x this feature will only be available at this moment for bwc modules.
- [Premium version only] Sugar 7.5 support. Please see "SugarCRM 7 Notes" section in README.txt file
- Bug [Premium version only] - 'Attach to x' checkboxes not displayed correctly in Sugar 7.x
- Bug [Premium version only] - Error with "ticket" templates when getting variables from related modules (serial type blocks). Example [a_1.assigned_user_link@@email1]. This is a special use of blocks in templates
- [Premium version only] .xlsx, .ods and .xlsm template files support (Excel and LibreOffice Spreadsheets)
- Bug - Empty list view when SugarCRM is installed with SQL Server
- Updated - TinyButStrong 3.9.0 and OpenTBS 1.9.2
- [Premium version only] New calculated field class for Contacts to fill the relationship field opportunity_role (between Contacts and Opportunities). This field is populated when the template main module is Opportunities
- [Premium version only] Sugar 7.2 support. Please see "SugarCRM 7 Notes" section in README.txt file
- [SugarCRM Pro] Added support for favorites field (add and search)
- [SugarCRM Pro] Bug - Recently viewed and favorites list was not showing the Template names
- [Premium version only] Now MaiMerge Reports can work with related fields defined as 'ext2' = 'ModuleX' instead 'link' property. This allows to extract data from records related to related fields defined from Studio.
- Changed theme for variable list grid
- Bug - Strings with quotes or double quotes were presented with errors. This bug was solved in v1.1.7, but only for varchar and text type fields. Now every type of field with string output is formatted to solve this problem (name, enum, multienum, relate ...).
- Bug - SQL error under some circumstances generating document from ListView when selecting all records
- [Premium version only] Special case for Contacts module in Attach to Note process
- Updated Slovak language files. A big thanks to Marian Sura
- [Premium version only] New Attach to Note functionality. Generate Document and attach to new Note directly
- Added standard Linux binaries paths to env path variable in cde package calls (pdf generation). This prevents from possible errors while generating pdf with cde package.
Reinstall cde package if you have been errors previously with pdf generation (errors like "Not a PDF or corrupted")
- [Premium version only] New Attach to email functionality. Generate Document and attach to new email directly
- [Premium version only] New Roles-based permissions to access templates. This is an addition to the existing functionality Roles-based permissions to launch templates ('All', 'Only DOCX/ODT', 'Only PDF' and 'None')
- New format function 'f_Decimals', format number of decimals of floats and decimal variables. Example: [a.numvar;onformat=~f_Decimals(1)]
- Bug - Under SugarCRM Pro and Firefox, "Available variables list" tables were being shown to the right of the module title
- Bug - Error in template filename when download template files with cyrillic chars and spaces in it's name. Seems a bug in the 'basename' PHP function. Thanks to Kirill Belousov for this fix.
- Bug - Error with 'DHA_OpenOffice_HOME' param
- [Premium version only] New default cf_image_file_path calculated field for Notes and Documents modules. If attached file is a image (to a Note or Document), we can now merge the image to the generated document.
- [Premium version only] New example for cf_image_file_path calculated field
- New examples for creating tickets
- Improvement - New param DHA_OpenOffice_HOME. LibreOffice working directory (Only for Linux). Required for PDF generation if HOME system environment variable does not point to a directory that has write permission for the user that runs the web server. Special thanks to Bob Caverly
- Bug - Changed internal command to generate PDF with LibreOffice
- Bug - "Generate Document" button appears in all DetailView subpanels (only when $sugar_config['enable_action_menu'] == false)
- Now MailMerge Reports is upgrade safe !! No more Sugar files will be modified.
- SugarCRM Pro compatibility
- New config interface in Admin
- You can select which modules you need to integrate with MailMerge Reports (actions in DetailView and ListView)
- Roles-based permissions to launch templates ('All', 'Only DOCX/ODT', 'Only PDF' and 'None')
- German language. Special thanks to Clemens von Dincklage
- Sugar 6.5.15 support
- [Premium version only] New OrderRows function in DHA_DocumentTemplatesCalculatedFields (base class) to order rows (only in report main module). Should be overridden in child classes if needed
- .docm template files support
- Slovak language. Special thanks to Marian Sura
Other add-ons of interest
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...
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.