Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Mail Merge in MS Excel & LibreOffice Calc #30

Open
wants to merge 5 commits into
base: master
Choose a base branch
from

Conversation

asha15
Copy link
Contributor

@asha15 asha15 commented Jul 29, 2020

Steps to Upload the Excel template

  1. Create Excel Template document using the necessary tokens. (Sample 'template.xlsx' provided).
  2. Navigate to Administrator -> CiviContribute -> Mail Merge
  3. Give a name for the template in 'Template Title' field.
  4. Upload the Excel file
  5. Select 'MS Excel Mail Merge' in the Actions drop down, tick the enable checkbox and click submit.

Steps to perform the mail merge with MS Excel

  1. Navigate to contributions -> find contribution
  2. Select the contribution
  3. Select 'MS Excel Mail Merge' in the action drop down.
  4. select the template and click print

@asha15 asha15 changed the title Mail Merge in MS Excel Mail Merge in MS Excel & LibreOffice Calc Jul 29, 2020
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

Successfully merging this pull request may close these issues.

1 participant