Sage CRM Custom Mail Merge
Merge across Custom Entities and Custom Behaviours
Enbu Consulting has unrivalled, direct practical knowledge and experience with the Sage CRM system over many years.
The CRM Custom Mail Merge is a plug-in for Sage CRM that gives you the freedom to merge across custom entities and custom behaviours.
It ultimately introduces a new API extension to the Sage CRM API so that Mail Merge can be run against document templates and any number of standard or bespoke data sources.
Additional features include :
It’s a full SDK, it allows you to do anything you want around mail merge, multiple data sources, 3rd party data sources, image placement, stylising fonts, borders, etc.
It has the option for PDF generation It can be worked into Workflow actions Text placement as well as basic field merges Uses bookmark placements
Screenshot of Sample Document Template. Screenshot of Sample Word Document.
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