Viewing Invalid or Failed Merge Information
Infor CRM Mail Merge provides two forms of information when invalid
or failed merges occur:
- An ad hoc group
is created and named "MM Issues - MM-DD-YY HH.mm".
- The Mail Merge Issues group
can be viewed immediately following the merge to allow you to see which
records failed during the merge.
- As the mail merge progresses,
you receive a message stating that an approximate number of merges will
fail; you are given the option to continue or cancel the merge. If you
choose to continue, at the completion of the merge, an Error message appears
asking if the user would like to view the Mail Merge Issue group. If you
click Yes, Infor CRM changes focus to the Contact or Lead list view and
the Mail Merge Issues group.
- The Mail Merge Issues group
contains the name, account name or company, state, work phone, and type.
This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by your administrator. Use the Groups list to manage your Favorites.
- A text file (log) is generated and named
"Mail Merge - Userid - MM/DD/YYYY HH:mm:SS".
- The Infor CRM Mail
Merge Log is stored in the Attachments path and can be opened in Notepad.
It contains the mail merge Job ID, Date and Time, User name, Template
used, and it details unsuccessful actions.
Related Topics
Mail Merge Overview
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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.