by synolia

Create personalized MS Office or Open Office letters and documents from any Sugar 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!

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#4507 - Retain Categories and Doc type?

Open General Question created by Vincent a year ago

Hi, If you create a template and assign it a Category and Type, when a document is generated from this template, will the output document also retain the matching Category and Type?

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  • "Normal Merge Works fine on 7.1, but not the List merge (One to many fields)" - vidarlunde

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