Mail Merge Reports

by Izertis

Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.

Includes a 30 day guarantee
Try it Now

#1213 - Accessing templates based on user groups

Closed General Question created by diligent technology & business consulting GmbH 6 years ago

Hello Izertis Team,

it looks like the accessibility of document templates can only be controlled on a role-basis. Is there a way to do that also on a user-group basis, so that the particular template records can be accessed only by the users of a security group?

Thank you and best regards

  1. dharma member avatar

    Izertis Provider

    6 years ago

    Hi there!

    I am afraid that Mail Merge Reports has not that functionality, sorry.

    Regards,

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.6.1
Rating

  • "It has improved our processes so much! Admin cut in half! We send a webform to clients to sign up straight into CRM then generate and print their paperwork to sign."

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

DocParser

DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail...

Rating
Featured

Format Builder

Configure specific fields from specific modules and set formats like character limit, numeric, or alphanumeric and more for certain fields using Format Builder.

Rating
Integrations Marketing Productivity Reporting reports word doc pdf docx odt merge mailmerge documents reporting excel document creation