Mail Merge Reports

Mail Merge Reports helps organizations to solve the needs to generate documents with information of any module and subpanels of SugarCRM/SuiteCRM. Can create documents in docx, xlsx (Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed. You can obtain any number of documents from any module using templates.

User Guide

Mail Merge Reports 2.5 User Guide.pdf Mail Merge Reports 2.5 Guia Usuario.pdf Mail Merge Reports 1.1 User Guide.pdf

Basic Edition

If you wish, you can try Mail Merge Reports downloading the Basic Edition found in our GitHub repository: Mail Merge Reports Basic

Compatibility

From version 2.0 the component is completely upgrade-safe and is compatible with all SugarCRM versions from 6.5.0 to 7.9, both CE and PRO editions, and all SuiteCRM versions. NOTE: Supports On Premise deployments only. SugarCRM On-Demand is not yet supported at this time.

Overview

For all modules, there is a new "Generate Document" action in ListView and a new "Generate Document" button in DetailView.

Some example files will be installed by default for the Opportunities module. Open MailMerge Reports ListView to see them. Then go to Opportunities module (ListView o DetailView) to run some of the examples.

Go to MailMerge Reports module, and click on "Available variables list & Generate basic template" menu. Then select a module and select some fields to create a basic template. Once basic template is created, you can modify it according to your needs.

Create calculated fields from code for any module. Some examples of calculated fields are provided for Opportunities module, and some calculated fields for dates (today) are added by default for all modules.Read the readme.txt file from the zip installation file for more details on this feature.

Also you can select specific language for any report template, independently from active SugarCRM language, to format number, date and boolean fields. Some configured languages are distributed with the plugin, and you can modify them or create new language configurations. Read the readme.txt file from the zip installation file for more details on this feature. Available languages: es, es_AR, es_MX, en_US, en_GB, de, fr, fr_BE, it_IT, pt_BR, ca, nl, dk, ru, sv, pl, bg, hu_HU, cs, et, lt, tr_TR, he, id, sk_SK.

Merge images associated with Notes and Documents. Images associated with other modules can also be included in reports through calculated fields (consult us if you need this feature).

Control which templates have access each user through roles. Control what type of document can generate each user also with roles ('All', 'Only DOCX/ODT/XLSX/ODS', 'Only PDF' and 'None')

'Attach to email' functionality. Generate Document and attach to new email directly. 'Attach to Note' functionality. Generate Document and attach to new Note directly.

There is also a new Admin interface where you can select which modules you need to integrate with MailMerge Reports and new Roles-based permissions config to launch templates ('All', 'Only DOCX/ODT/XLSX/ODS', 'Only PDF' and 'None')

Changelog

Changelog

Screenshots

LibreOffice cde-package: PDF Generation for MailMerge Reports

Deprecated. Cde package will no longer receive support, and will be removed from MMR in future versions. This is mainly due to the fact that the author of the cde stopped supporting it and the problems it generates with virtualized servers.

In web hosting services where you can't install LibreOffice or Apache OpenOffice, please download our LibreOffice cde-package, unpack the tar file anywhere and set 'DHA_OpenOffice_cde' config variable (see "Config Variables" section in MailMerge Reports documentation).

Cde Libreoffice odt_docx_export_pdf AllFonts (All fonts, 200 Mb) Cde Libreoffice odt_docx_export_pdf Light (Some fonts, 80 Mb)