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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#838 - Mail Merge does not work properly

Closed General Question created by conradherklotz Verified Purchase 5 years ago

Some standard fields such as First name, Full name or Street cannot be merged into the word document. When tables are used within word to position the fields, it does not work at all. Please assist. We followed the documentation bud that did not work.

We use MS Word 2010 and Sugar 7.2.2

regards Conrad

  1. synolia member avatar

    synolia Provider Affiliate

    5 years ago

    Hello Conrad,

    Please check that check spelling is disabled and that you paste your code contacts.first_name as "Text only".

    Best regards,

    • conradherklotz member avatar

      conradherklotz Verified Purchase

      5 years ago

      Thank you for your advice. That worked better but we still experience the problem, that as soon as there is a line break within a Field merge definition, the merge doesnt work. So for example, if the customer Word Template contains tables, which forces a certain format and order of merge fields and space is limited to put more than one field in one cell, with a lin break in this cell the field merge function will not work. Do you have a hint for us how to solve this problem? Otherwise your addon would not be sufficiant to support a predefines customer template.

    • synolia member avatar

      synolia Provider Affiliate

      5 years ago

      Hello Conrad,
      We haven't any particular advice for that. It's possible because like you can see in our multiple template we made some documents with table and formatting.

  2. conradherklotz member avatar

    conradherklotz Verified Purchase

    5 years ago

    Can you please provide a link to this multiple template you mention? Where do I find it?

    • synolia member avatar

      synolia Provider Affiliate

      5 years ago

      Hello Conrad,

      You can find all of them in the Documentation tab on this page : https://www.sugaroutfitters.com/docs/synogeneratedoc

  3. conradherklotz member avatar

    conradherklotz Verified Purchase

    5 years ago

    Yes I know, but you mention in your documention:
    "N.B. : SYNOLIA provides a template file which help you know all the available field names that you can
    use in your own template. When it is used it generates a table with all available field name with the
    corresponding value, it can be used with any module of you Sugar even your custom modules."
    Where can I find this file?

    • synolia member avatar

      synolia Provider Affiliate

      5 years ago

      It's the template named "Vars extractor "

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