AnsweredAssumed Answered

Alternative to mail merge

Question asked by Mary Warner on Jan 21, 2016
Latest reply on Nov 12, 2017 by Casey Ho

Sugar Professional 7.6.0


A feature that I have been tasked to implement into Sugar is the ability to create a set of invoices based on data that has been added into a customized sales module.   These invoices must be able to be exported as a single document regardless of the number of them created during the day. Going to each record and exporting as a PDF does not work as there may be up to 50 of these needing to be printed a day.


The invoices will be printed and snail-mailed out, so the single document is not an issue, just as long as there are page breaks can be added between records.


As the Mail Merge feature is no longer in Sugar 7 and does not support the custom module anyways, I was wondering if anyone has had success with another way of implementing a similar feature?