Sugar mail merge add-in to microsoft word

Please note that this change comes with the following precautions:. Use Case In this example, we will create a template and perform a mail merge for an annual renewal notice for clients.

Prerequisites You will need to have installed the Sugar Plug-in for Word on your computer in order to perform the mail merge. Steps to Complete Creating the Mail Merge Template We will first create a mail merge template using Contacts as the target module as an example.

In the Select Master Module dialog box, select the target module then click "Next". We will select "Contacts" for our example. The fields associated with the target module will be displayed in the "Add fields from" window. Select each field you would like to add to the mail merge template then click "Add to Document". Depending on the target module that you select, you may have the option to select fields from the related modules as well by clicking "Next" rather than "Finish".

The following window will display the fields for the related modules Contacts and Opportunities. Select the related module from the bottom left dropdown then choose the desired fields to add to the document. Once the appropriate fields have been added to the template, click "Finish". You can move fields around in the word document by highlighting it and dragging it to the new location.

The mail merge template is now ready to be used! Thanks for your feedback. Where do I find this tool? I have the same question Report abuse. Details required :. Cancel Submit. How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site.

This site in other languages x. Depending on the primary module that you select, you can also select fields from a related module.

For example, if you are creating a template from the Accounts module, you can select fields from Contacts or Opportunities. The table below lists the related modules, if any, for modules supported by the Sugar Plug-in for Microsoft Word.

To perform a mail merge in Sugar, define the template in MS Word, upload it into Sugar, select one or more records from the selected module, and merge them with the template.

To perform a mail merge operation in MS Word, define the template in MS Word and then merge it with one or more records from the selected module. When you upload a template from MS Word, it displays in the Document module as a mail merge template. The Shortcuts menu displays a Mail Merge option that allows you to access the Sugar Mail Merge wizard without navigating to the module's home page.

If the upload is successful, a message displays confirming it and the document displays as a Sugar record in the Documents module.