Creating a Word template

You can create a Word template and use it to perform a mail merge.

  1. Open a new Word document.
  2. Enter the content that you want to appear in the template. To ensure all text and pictures remain formatted correctly during a mail merge, use a table to format your document.
  3. To add a picture to the template, click Insert | Pictures. Browse to the relevant file and click Insert.
  4. To insert a merge field to the template:
    1. Click Insert | Quick Parts | Field.
    2. Select MergeField from Field names.
    3. Enter the Sage CRM merge field name in Field name. To ensure the template works properly, a merge field must correspond to the exact field name in Sage CRM. This is not the name that's listed in the Insert Sage CRM Field drop down on the mail merge screens. You must get the exact field name from your system administrator. Enter merge fields from one entity only. For example, when creating a template to use with case records, you can enter case, person, company, address and user merge fields but not quote merge fields.
    4. Click OK.
    5. Add a paragraph break after a mail merge field.
    6. Include the CID field beside each currency field to ensure the currency information is formatted correctly. For example, «orIt_quotedprice_CID»«OrIt_quotedprice».
    7. To add the current date field, include «CurrentDate».
  5. Ensure the TableStart and TableEnd merge fields are used correctly. When creating a template using opportunity merge fields you must include the TableStart and TableEndmerge fields even if you don't use nested items. If you don't include these merge fields, a merge using the template fails with no errors given.

    For information on how to use the TableStart and TableEnd merge fields in templates for nested mail merge, see Creating a Word template for nested mail merge.

  6. Ensure the template does not contain column, section, or line breaks.
  7. Click File | Save As and save the template as .docx, .docm (if it contains a macro), .htm, or .html. You can upload the template and use it to perform a mail merge. For more information, see Uploading a Word template or image file. To share the template with other users, email it to your system administrator and ask the administrator to upload it to the global Shared Templates list.