Mail Merge Reports

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.

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#2220 - Installing

Closed Installation created by Strategic_IT 7 years ago

Hi Mail merge reports,

I did the installation and everything looks good but I cannot export the report Maybe a rights issue on the server side? We would like to test it for one of our client

regards Vincent

Izertis Provider
7 years ago

Hi Vicent,

Please, review if there is any problem with permissions. If not, we would need more information about the error, any log? any message?, Sugar version, Server version, etc.

Regards,

Anabel

reply
- Strategic_IT
  7 years ago
  
  Hi Anabel
  
  It was a right issue thanks. also for our client important what is the pricing of the product I see a basic version and a professional version what is the difference? and great and fast service
  
  Regards, Vincent
  
  reply
- Izertis Provider
  7 years ago
  
  Hi Vicent,
  
  The basic version is free, so it has less functionality. You can found the differences in the changelog section in https://www.sugaroutfitters.com/docs/mail-merge-reports, and also in the user guide:
  
  Editions Feature Basic & Premium To generate documents in format .docx, .odt and .pdf Basic & Premium To generate document for any number of record Basic & Premium To generate document for any module Basic & Premium SuiteCRM support Premium Related and subpanel modules fields (parent modules and subpanel modules). Premium Custom fields (created in Studio) Premium Mail Merge Reports calculated fields (see "Calculated Fields" section)* Premium Spreadsheet generation (.xlsx and .ods) Premium SugarCRM 7 support Premium Attach generated documents to Email or Note Premium Roles-based permissions to access templates
  
  Regards,
  
  Anabel
  
  reply