Mail Merge Reports

by Izertis

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.

Includes a 30 day guarantee
Try it Now

By clicking you consent to share your profile with the developer

#2381 - Merge Multiple Accounts or Contacts at Once

Closed Feature created by FlashGordon14 7 years ago

Hi,

Is there a way to select multiple accounts or contacts, select generate document, choose the template, and generate multiple documents dependent on the amount of contact/accounts that were selected?

Right now I'm selecting multiple contacts, but only generates one document for only one of the contacts selected.

Any help is appreciated.

Thanks

  1. dharma member avatar

    Izertis Provider

    7 years ago

    Hi there,

    Sorry very much for answering you so late. Do you have solved the problem already?

    Regards,

    Anabel

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • SugarCRM Editions
  • Sugar Community
  • Sugar Professional
  • Sugar Enterprise
  • Compatible Versions
  • 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 6.7, 6.5, 6.4, 6.3, 6.2

    This Add-On doesn't support the latest Sugar version!

Rating

Other Add-Ons of interest

Ambit Channel Sales Add-on

Ambit Channel Sales Add-on Logo
FEATURED

Built on SugarCRM’s Sugar Sell, Ambit Software’s Secondary Sales add-on helps sales managers and sales teams better monitor and improve channel/retailer-led growth. Equipped with a powerful mobile...

Upsert® Notifications

Upsert® Notifications Logo
FEATURED

Schedule and broadcast alerts, reminders, and updates using Sugar notifications, popups, and email.

Upsert® Focused Views

Upsert® Focused Views Logo
FEATURED

Are you tired of wasting time sifting through cluttered record views with irrelevant information and subpanels? Say goodbye to distractions and boost your productivity with Upsert® Focused Views.
Integrations Marketing Productivity Reporting reports word doc pdf docx odt merge mailmerge documents reporting document creation xlsx excel libreoffice ods