Vtiger-LibreOffice-MailMerge V1.0.4

Description

Vtiger Mail Merge Module has following features.

1. Provide Mail merge functionality in Vtiger CRM system. [v1.0.0]
2. Will automatically latch merge document against the record it is merged. [v1.0.0]
3. if mail merge is done on more than one document, all documents can be downloaded as zip file. [v1.0.0]
4. User can directly download mail merge templates. [v1.0.0]
5. Specific module properties can be viewed using Module Mail Merge Field List. [v1.0.0]
6. Single record merge from detail view of particular record [v1.0.1]
7. Option for search record for all modules in mail merge. [v1.0.4]
8. Option for selecting latching of merged document with vtiger document [v1.0.4]

Requisites

1. VTiger 6.0
2. VTiger 6.1
3. Libre Office (For editing documents only)

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Installation on Vtiger 6.0.0##

1. Login to VTiger CRM with admin credentials.
2. Go to CRM Settings
3. Under Studio click Module Manager
4. Click Install from File option
5. Select zip file Vtiger-LibreOffice-MailMerge_Plugin.zip provided in the plugin folder.
6. Click Import and install module.

Installation on Vtiger 6.1.0##

1. Login to VTiger CRM with admin credentials.
2. Go to CRM Settings
3. Under Studio click Module Manager
4. Click Install from zip option
5. Select zip file Vtiger-LibreOffice-MailMerge_Plugin.zip provided in the plugin folder.
6. Click Import and install module.

StackEdit stores your documents in your browser, which means all your documents are automatically saved locally and are accessible offline!

Usage

Create a template file using LibreOffice. As placeholders for the fields in vtiger CRM use the name of the entity followed by the name of the field without any spaces and in capital letters, for example: ACCOUNT_ACCOUNTNAME will be replaced with the real account name being merged. OR you can get the list of fields to be merged in 'Module Merge Field List' section by clicking the link 'Module Merge Field List' ,and on the next page by selecting module you will get merge field list for a particular module.

These templates follow the same rules as Vtiger CRM normal mail templates and can only have one record per template.

An example template oo-test-template.odt is also included in the archive. The template uses labels as an example. For example:

Test some Accounts module merge fields

• accounts_type=ACCOUNT_TYPE
• accounts_phone=ACCOUNT_PHONE
• accounts_email=ACCOUNT_EMAIL
• accounts_siccode=ACCOUNT_SICCODE
• accounts_accountname=ACCOUNT_ACCOUNTNAME
• accounts_billingaddress=ACCOUNT_BILLINGADDRESS
• accounts_billingcode=ACCOUNT_BILLINGCODE
• accounts_billingstate=ACCOUNT_BILLINGSTATE
• accounts_billingpobox=ACCOUNT_BILLINGPOBOX
• accounts_billingcity=ACCOUNT_BILLINGCITY
• accounts_billingcountry=ACCOUNT_BILLINGCOUNTRY
• accounts_shippingaddress=ACCOUNT_SHIPPINGADDRESS
• accounts_shippingcode=ACCOUNT_SHIPPINGCODE
• accounts_shippingstate=ACCOUNT_SHIPPINGSTATE
• accounts_shippingpobox=ACCOUNT_SHIPPINGPOBOX
• accounts_shippingcity=ACCOUNT_SHIPPINGCITY
• accounts_shippingcountry=ACCOUNT_SHIPPINGCOUNTRY

The supported modules are Leads, HelpDesk, Accounts, Contacts.

• Click on Merge Modules
• Select “merge {moduleName} Module” link you want to merge and after that on next page, select one or more items (e.g. one or more Contacts), choose the correct template in the 'Select template to Mail Merge:' combobox and click the 'Merge' button.
• After Merging, it will produce the merged document and it will automatically latched with document module, and it will also latched with particular record of module and will show up in document section of that record.

Steps for single record merge from detail view of particular record [V1.0.1]

• Go to particular module
• Click particular record.
• You will be redirected to detail view of that particular record.
• click on 'more' option there you will get 'merge'option in dropdown.
• You will get template list by selecting template you can generate the merged document.

search record option [V1.0.4]

• you can search records in mail merge module section by name

latch document option [V1.0.4]

• We provide a checkbox option to enable or disable latching merged document with vtiger document module

TAGS - mail-merge-vtiger vtiger-mail-merge libre-mail-merge-vtiger