Using Infor CRM Merge Fields

The Insert SLX Field menu contains the most commonly used Infor CRM merge fields. However, when creating or editing a template, if you need an Infor CRM field that is not in the menu, you can use select More SLX Fields to access all the Infor CRM merge fields. In addition, you can add a field to the menu, and customize the menu.

Note: 
  • The Infor CRM merge fields are composed of XML, which is case-sensitive. If the case is changed on a merge field, it is not merged.
  • When creating or editing a template, you cannot place Infor CRM merge fields into a text box as this function is not supported by Microsoft Word.

The Insert Infor CRM Mail Merge Field window has two panes:

  • The left pane contains the tabs with the Contact or Lead, Address, and UserInfo tables. Click the plus sign to expand the tree view of tables. Select Show All Joins to view all the joined tables.
  • The right pane displays all fields for the selected table. You can right-click on a field to create a local join.
    Tab Field
    Contact or Lead Contains information about the recipient of the letter, including name and company. If Contact is selected as the Main Table in the properties of the template, fields from the Contact table are displayed. If Lead is selected as the Main Table, fields from the Lead table are displayed.
    Address Contains information about the recipient’s address. Use this tab when selecting the contact address fields or lead address fields.
    UserInfo Contains fields, including address information, about the sender.
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