Editing Merge Fields

You can use the Mail Merge Field Editor to edit new and existing merge fields. You can view the template merge fields in the list view and your edit options in the edit pane. You can also remove merge fields from the template by clicking Remove From Template on the toolbar.

To edit merge fields:

  1. Open the Template Editor.
  2. Click Edit Fields.

    The Infor CRM Mail Merge Field Editor window opens. The template merge fields display in the list view. The list view consists of the following columns:

    Field
    Displays the name of the merge field as it appears in the template and an icon that is associated with the field type.
    Type
    Displays the merge field type. Valid types are: Regular, Outlook Signature, Opportunity Product Table, SQL, and Custom.
    Position
    Displays the numeric position of the field as it appears in the template.
  3. Highlight the merge field you want to edit in the List View.

    Depending upon the merge field type, different edit options are displayed.

    • The Regular Mail Merge fields are:
      Field Identifier
      Allows you to change the text that appears in the template. The Field Identifier for a Regular mail merge field consists of the table and the display name. You can only change the display name.
      Format Type
      Allows you to change the type of formatting that is applied to the selected merge field. For example, fixed, integer, percent, or currency.
      Format String
      Allows you to format the value displayed in merge field. You must set the format type before adding a format string. Valid string formats depend on the format type you select.
      Text Before
      Allows you to enter text that appears before the selected merge field.
      Text After
      Allows you to enter text that appears after the selected merge field.
      Special Format
      Allows you to apply special character formatting to the merge field (including text that appears before and after a merge field).
      Table
      Displays the table associated with the database field. If the database field is the result of a join, then the caption for this option reads "Main Table".
      Field
      Displays the database field. If the database field is the result of a join, then the caption for this option reads "Key Field".
      Calculated
      Displays whether or not the field is a calculated value.
      Join
      Displays whether or not the field is the result of a database join.
      Preserve Character Formatting
      Allows you to preserve character formatting during a merge.
    • The Outlook Signature field:
      Field Identifier
      Allows you to change the text that appears in the template.
    • The Opportunity Product Field:
      Field Identifier
      Allows you to change the text that appears in the template.
      Table Format
      Allows you to apply formatting to a table field.
      Options
      Allows you to apply properties to a table format.
      Auto Fit
      Allows you to set auto fit properties to the table.
      Sum Text
      Allows you to enter text to be used as a label for the extended price sum of products in the table.
      Edit Table Columns
      Allows you to edit table column captions, width, and alignment.
    • The Custom Field:
      Field Identifier
      Allows you to change the text that appears in the template.
    • The Table Field:
      Field Identifier
      Allows you to change the text that appears in the template.
      SQL
      Allows you to enter a SELECT statement to request data from the OLE DB provider. All columns and rows are used to create the table.
      Format As
      Allows you to change the merge field type.
      Table Format
      Allows you to apply formatting to a table field.
      Options
      Allows you to apply properties to a table format.
      Auto Fit
      Allows you to set auto fit properties to the table.
      Edit Table Columns
      Allows you to edit table column captions, width, and alignment.
    • The Bulleted List:
      Field Identifier
      Allows you to change the text that appears in the template.
      SQL
      Allows you to enter a SELECT statement to request data from the OLE DB provider. Only the record(s) of the first column are display.

      Click (Edit) to open the Edit SQL window.

      Format As
      Displays the merge field type.
    • The Numbered List:
      Field Identifier
      Allows you to change the text that appears in the template.
      SQL
      Allows you to enter a SELECT statement to request data from the OLE DB provider. Only the record(s) of the first column is displayed.

      Click the (Edit) to open the Edit SQL dialog box.

      Format As
      Displays the merge field type.
  4. Click Apply after making your edits.
  5. When prompted, click Yes to save the changes.
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