vTiger CRM offers a free MS Office plugin which allows you to create mail-merge templates for form letters, labels, envelopes etc., from the main Leads, Accounts/Organization, Contacts and Trouble Ticket modules. The plugin requires you to use Microsoft Internet Explorer and Office 2003, 2007 or 2010. You cannot use this plugin with any other browser.
You can download the plugin from the vTiger CRM Open Source Downloads page at:
Once downloaded and installed, you’ll find a new vTiger menu on the Word [Add-Ins] tab.
You’ll need to configure the plugin to access your vTiger CRM system. So from the vTiger menu in Word, click on [Configuration].
You’ll be asked to enter your:
- vTiger user name:
- vTiger password:
- URL of your vTiger installation. (eg. http://www.myvtiger.mydomain.com)
Once logged in you’ll see an extra item on the vTiger CRM menu: [Insert Merge Field]
Now you can create a document that will link directly with your vTiger database.
When selecting your merge fields remember you can select multiple fields at the same time by holding SHIFT or CTRL key while selecting the required fields.
The following shows what the merge fields look like:
«CONTACT_MAILINGCITY» «CONTACT_MAILINGSTATE» «CONTACT_MAILINGZIP»
Once you have completed your merge document, save it as a .doc (note. Do not save in .docx format)
Next step is to upload the merge document to vTiger CRM.
From within vTiger click on Settings/Mail Merge then click [Add Template]
Click on [Choose File] then browse to the file you created. Click [Open] to upload file. Give the file a description, then select which module you wish to link to (Leads, Accounts, Contacts, Trouble Tickets).
Once the template is loaded into vTiger CRM it’s a simple process to merge individual or bulk documents.
To merge an individual document, select a lead, account, contact or trouble ticket then from the dropdown just below the Actions list (right side of screen) select template to Mail Merge.
Your copy of Word will now open the Merge document and all fields will display the field information from vTiger.
To merge a number of records, select desired module in ‘List View’, then select the desired records. You can do this by checking the boxes of a number of individual records or filtering a set of records and selecting All Records.
At the bottom of the List View page you’ll see a dropdown ‘Select template to Mail Merge:’ where you can select your Merge Template. Once selected, click [Merge]. This will create the merge document in Word with as many merged pages as the number of selected records.