Setting History Options for Mail Merge

The History Options tab lets you create a history item for the mail merge and schedule a follow-up activity.

To set History Options:

  1. On the History Options tab, in the History area, do the following:
    1. To attach the correspondence to each record's Attachments tab, select Attach <Email/fax/letter>to each <Contact/Lead>. The merge file is attached to each lead or contact, account and opportunity depending on the Merge With option you selected in the Merge Options. For Infor CRM Web users, this option causes a warning message to display during the merge.
    2. To add an item to the history of the record, select Add history record for each <Contact/Lead>.
    3. In the Result field, click the ellipsis to select a result type from the list of available To Do Result Codes.
    4. In the Regarding field, click the ellipsis to select a regarding type from the list.
    5. In the Category field, click the ellipsis to select a category type from the list.
    6. In the Notes field, specify notes or important items you want to include in the history.
  2. To schedule a follow- up activity, select Schedule a Follow-up and do the following:
    1. If you receive the activity confirmation message, click OK.
    2. In the list, select the type of follow-up activity.
    3. To carry over the notes to the follow up activity, select Carry Over Notes.
    4. In the Start Time field, click the calendar button to select the date when the activity must occur.
    5. Do one of the following:
      • Select the Timeless check box to create an activity that occurs on a specific date.
      • Click the Duration drop-down and select a value from the list. In the Duration field, set the expected length of time for the activity.
    6. To set an activity alarm, select Reminder. Use the drop-down boxes to select the number of minutes, hours or days. You must specify an increment between 1 and 240.
    7. In the Regarding field, click the ellipsis to select a regarding type.
    8. In the Notes area, do one of the following:
      • Specify notes in the field.
      • Click Notes to open a larger field for specifying notes. Specify the notes, and click OK.
    9. In the Priority field, select the importance of the activity.
    10. In the Category field, click the ellipsis to select a category type.
    11. In the Leader field, use Lookup to select an activity leader.
  3. When finished setting the Merge and History options, click Merge.
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