Associate Made2Manage with other tools a user uses (R1-NA)

Article • 6/8/2026 • 2 min read

Made2Manage can work with other programs, such as:

Word processors: To mail-merge report output with documents you create.
CAD programs: To display engineering drawings associated with parts or jobs.
Image viewers: To display bitmapped graphics.
Sales Force Automation: To automate Sales Force business tasks.

You must indicate the location of these programs to Made2Manage.

To associate Made2Manage with other tools

Select a user and click the Tools tab.
Associate the tools:
- To associate a word processing program
  1. Click the Word Processor Select File button.
    
    The Word Processor dialog box is displayed.
  2. Select your word processing program.
    
    To mail merge reports, you need to select a word processor here. Microsoft Word (Winword.exe) is usually in C:\Program Files\Microsoft Office\Office.
- To associate a CAD Application
  1. Click the CAD Program Select File button.
    
    The CAD Application dialog box is displayed.
  2. Select your CAD program.
    
    If you do not associate any application, the system will open with the Windows associated application. If a Windows associated application also does not exist, the system will prompt you for the program to use.
- To associate an image-viewing program
  1. Click the Image Viewer Select File button.
    
    The Image Viewer dialog box is displayed.
  2. Select your image-viewing program.
  You can useMicrosoft Paint (Mspaint.exe), which is typically in C:\Program Files\Accessories.
- To associate a Sales Force Automation application
  1. Click the Sales Force Automation Select File button.
    
    The Find Sales Force Automation EXE dialog box is displayed.
  2. Select the Sales Force Automation application.
On the Active Form ribbon, click Save to save the associations.