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.

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#3135 - Action required

Closed Feature created by Alex 7 years ago
Hi, I am using SuiteCRM Version 7.8.2. 1 / On Action on Menu Generate doesn't show up on opportunity detail view actions for instance. Meaning that we only can use Generate from the list. Could you please investigate ? 2 / When generating a file is it poossible that the file is using the naming convention of the corresponding object; example Opportunity use opportunity name to name the generated file ? 3 / when generating several objects like more than 2 oppportunity is it possible to create a file for each object rather having everything on the same file ? Thanks for your quick turn around, Kind Regards, Alexandre

  1. afedoroff member avatar

    Alex

    7 years ago

  2. afedoroff member avatar

    Alex

    7 years ago

  3. dharma member avatar

    Izertis Provider

    7 years ago

  4. dharma member avatar

    Izertis Provider

    7 years ago

  5. dharma member avatar

    Izertis Provider

    7 years ago

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  • SugarCRM Editions
  • Sugar Community
  • Sugar Professional
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  • Compatible Versions
  • 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 6.7, 6.5, 6.4, 6.3, 6.2

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