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

#2207 - Pull Data from Multiple Modules (accounts and Contacts) into One Generated Document?

Closed Feature created by FlashGordon14 8 years ago
Is there a way to pull data from both account and contact modules into one document? Thanks

  1. dharma member avatar

    Izertis Provider

    8 years ago

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

Zoom Phone Integration for Sugar by Faye

Zoom Phone Integration for Sugar by Faye Logo
FEATURED

Managing customer interactions within Sugar just got a whole lot easier and more efficient. With the SugarCRM Zoom Phone Integration by Faye, you can enjoy seamless blending of telephony technology...

Duplicate Lead Detective

Duplicate Lead Detective Logo
FEATURED

Improve your CRM data quality by identifying duplicate Leads that already exist in Sugar. Customize the level of detection to your needs.

Keep in Touch (KIT) for Sugar

Keep in Touch (KIT) for Sugar Logo
FEATURED

Is keeping track of customer outreach a struggle? With the "Keep In Touch" add-on, you can set how often you want to check in with your target prospects, leads or contacts, such as a call every 30 ...

Integrations Marketing Productivity Reporting reports word doc pdf docx odt merge mailmerge documents reporting document creation xlsx excel libreoffice ods