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Creating a New Template in Microsoft Word

You can create mail merge templates in Word that you can upload to Sage CRM.

To ensure the template works properly, all merge fields entered into the template must correspond to the exact field name in Sage CRM. You can check the field name with your System Administrator.

You should only enter merge fields from one primary entity when creating a new template in Microsoft Word. For example, when creating a template for use with case records, you can enter case, person, company, address and user merge fields but not quote merge fields.

When you upload it the template, you must associate it with the entity (e.g. Case), for which you have entered merge fields.

To create a new Word template:

In the main document, type any content that you want to appear on every copy of the document.
To add a picture, such as a logo, click Picture in the Illustrations group on the Insert tab. Note: To ensure your logo and text remain formatted correctly during the merge process, we recommend using a table to format your document.
Insert the Sage CRM merge fields you want to include in your template. To insert a merge field, click Quick Parts in the Text part of the Insert tab, then select the Field option. The Field dialog box is displayed.
Select the MergeField option from the Field Names drop-down in the Please Choose A Field panel.
Type the Sage CRM merge field name in the Field Name field of the Field Properties panel.
When you have finished creating your template, select File | Save As, give your template a name, and save it. You can save your new template in the following formats: .DOCX file, .HTM, and .HTML.

You can now upload the template and use it to perform mail merges. To share it with other users, e-mail it to your System Administrator and have them upload it to the Shared Templates list.

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