Inserting Special Fields

You can click the Insert Special Field button of the Email, Fax, or Letter Template Editor to insert a new opportunity product table, SQL statement, or custom mail merge field.

Note: The option to insert special fields is available to Advanced Users only.

To insert a special field:

  1. Open the Template Editor.
  2. On the toolbar, click Insert Special Field.
  3. From the menu, select the type of field you want to add to the template.
    • Opportunity Product Table: Adds a table with opportunity product and price information.
    • SQL: You can insert these SQL fields:
      • Text
      • Image
      • Table
      • Bulleted List
      • Numbered List
    • Custom:
      Note: If a custom field is added to the template and the scripts have not been modified correctly, the mail merge does not run until the scripts are corrected, or the custom field is removed.

      Before you insert a custom field, the custom field must be handled by writing code in the SLX Mail Merge OnCustomFieldName script (LAN) or the class function Sage. MailMergeService.prototype.HandleOnCustomFieldName located in jscript\sagE-mailmerge\sagE-mailmerge-service.js.

      The Infor CRM Mail Merge Field Editor window is displayed.

  4. If necessary, use the edit field to make your changes, and then click Apply.
  5. Click OK.
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