Developer Resources

• Reason: Your cusomter might be using your Vertical CRM in a web browser other than Internet Explorer 6 and above.
• Solution: Access your Vertical CRM using Internet Explorer and create mail merge documents again.

"Cannot download the Microsoft Word mail merge template. It is being used by another application or program. Close the template and try again"

• Reason 1: Your customer might be trying to merge records without closing the mail merge template in Microsoft Word.
• Solution: Ensure that the corresponding Microsoft Word mail merge template is closed before clicking on the merge button in your Vertical CRM.

(OR)

• Reason 2: The Microsoft Word application might not be closed properly, it could be running in the Task Manager.
• Solution: Go to Task Manager (Hold Ctrl +Alt+Del) > Click Processes > Microsoft Word application > End Process.

"[Vertical] CRM Office Plug-in has encountered a problem while merging the template"

• Reason 1: Your customer might not have inserted the CRM merge fields in the Microsoft Word mail merge Template.
• Solution: 
  
  • Open the corresponding mail merge template in Microsoft Word.
  • Insert the required merge fields.
  • Save the mail merge template.
  • Import the mail merge template again to your Vertical CRM.
  Now, you can merge the template with the corresponding module to create mail merge documents.

(OR)

• Reason 2: The corresponding mail merge template might be created in higher version of Microsoft Word, which might not be available in your customer's system.
• Solution: Kindly ask your customer to upgrade their Microsoft Word or create the template in compatible MS Word version and create mail merge documents again.