Using the Write Menu

You can use the Infor CRM Write menu to perform the mail merge or to send an email. You can communicate with a single contact or lead or with a group of contacts or leads.

Note: If the menu is unavailable, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Tools, Options, General tab.

Use the Write menu to:

Write an email message to a contact or lead.
Write an email message, letter, or fax using a template.
Use the Mail Merge engine to send correspondence to a group of contacts, leads, accounts, and so on.
Create and print address labels or envelopes.
Create, edit, and delete templates.

The Write Email/Letter/Fax Using Template menu options contain the most recently used templates. The number of items to display is set by you or the system administrator when configuring the Infor CRM options.

Note: If a list of templates is dimmed, you may not have access to the menu item. Contact the system administrator if you require access.

Merge Considerations

Microsoft Word is already open: If you have another instance of Word already open, you must be prompted to close Word before the merge can continue.
HTML Email output: Mail Merge uses Microsoft Internet Explorer HTML formatting for email messages. Messages must be sent as a multi-part MIME message for recipients who cannot read HTML messages. Also, Word does not display Header and Footer information or graphics in an HTML page, but it does store the data.
Merging to a Table of Contents: Merging to a template that contains a Table of Contents is not supported. It is recommended that the Table of Contents be created after the merge is complete. Use the Edit Mail Merge Output Prior to Sending feature, and then insert the Table of Contents.
Placing Merge Fields in Text Fields: You cannot place Infor CRM merge fields in a text box. The merge must not process correctly.