Using the Fax Editor

In the Fax Editor window you can create a new Fax template or edit an existing template. Like the email and Letter Editors, the Fax Editor contains Infor CRM toolbar which give you access to the special template functions as well as many Microsoft Word features.

The Fax 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	This option is only available for an email template.
Insert Library File	This option is only available for an email 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	This option is only available for an email template.
Message Format	This option is only available for an email 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.
Fax Subject	Click to enter a subject for the fax template. When performing a mail merge to this template and selecting Output to Fax, 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.
Email Options	This option is only available for an email template.