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.

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.

Related Topics

Using the Fax Editor

Using the Letter Editor

Editing a Template

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.