Using the E-mail Editor
With the E-mail Editor window you can create a new e-mail template or edit an existingtemplate. Like the Letter and Fax Editors, the E-mail Editor contains an Infor CRM toolbar which give you access to the special template functions as well as many Microsoft Word features.
The E-mail Editor view displays the following options when editing or creating a template:
| Box | Description/Action |
|---|---|
| Insert SLX Field | Click to display a menu with commonly used Infor CRM merge fields. |
| Insert File | Click to insert a Windows file as an attachment to the e-mail. This option is only available for an e-mail type template. |
| Insert Library File | Click to insert files from the Library as attachments to the e-mail. This option is only available for an e-mail type template. |
| Save and Close | Click to save the changes made to the template and close the template editor. |
| Save | Click to save the changes made to the template but leave the template editor window open. |
| Show | Allows you to select which of the following e-mail fields display in the editor: From, To, Subject, and Attachments. This option is only available for an e-mail type template. |
| Message Format | Click the arrow to select a message format from the list. This option is only available for an e-mail type template. |
| Preview | Click to view the template as it would be merged with the current record. |
| SLX Mail Merge | Click to launch a Mail Merge. |
| To: | This field is auto-populated with the e-mail address of the contact and cannot be edited from this window. |
| Subject | Click to enter a subject for the e-mail template. When performing a mail merge to this template and selecting Output to E-mail, the subject line of the Mail Merge will auto-populate with text from the template's subject line. |
| Show Word Menu | Click to display the Microsoft Word Menu. |
| Edit Fields | Click to open the Infor CRM Mail Merge Field Editor window. |
| Insert Special Field | Click to insert a new opportunity product table, SQL statement, or custom mail merge field into the template. |
| E-mail Options | Click to change e-mail options such as Reply To, Importance and Sensitivity. |
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When selecting a message format for a template, be aware that although Microsoft Word does not display header and footer information or graphics in an HTML page, it does store the data. |
