I have installed the MS-Word add-ins and also upload the template into Sugar Document but I do not know,How to enable the mail merge button and if this option is not into sugar 7.Then how to do next steps.
I am supposing that you mean credentials (Sugar's URL, user, password). Please follow these two resources as a self-explanatory document, it's easy to follow:
In addition to the guides David shared, I also wanted to add our Knowledge Base article, Performing a Mail Merge With the Sugar Word Plug-In, which discusses the difference in performing a mail merge in 6.x versus 7.x.
Hope this helps!
Alex Nassi Digital CX Operations Director SugarCRM
In addition to the guides David shared, I also wanted to add our Knowledge Base article, Performing a Mail Merge With the Sugar Word Plug-In, which discusses the difference in performing a mail merge in 6.x versus 7.x.
Hope this helps!
Alex Nassi Digital CX Operations Director SugarCRM
