Using the Letter Editor
With the Email Editor window you can create a new Letter template or edit an existing template. Like the email and Fax Editors, the Letter Editor contains Infor CRM toolbar which give you access to the special template functions as well as many Microsoft Word features.
The Letter Editor view displays these options when editing or creating a template:
| Box | Description/Action |
|---|---|
| Insert SLX Field | Click to display a menu with commonly used Infor CRM merge fields. |
| Insert File | This option is only available for an email type template. |
| Insert Library File | This option is only available for an email type template. |
| Save and Close | Click to save the changes made to the template and close the template editor. |
| Save | Click to save the changes made to the template but leave the template editor window open. |
| Show | This option is only available for an email template. |
| Message Format | This option is only available for an email template. |
| Preview | Click to view the template as it would be merged with the current record. |
| SLX Mail Merge | Click to launch a Mail Merge. |
| Show Word Menu | Click to display the Menu. |
| Edit Fields | Click to open the Infor CRM Mail Merge Field Editor window. |
| Insert Special Field | Click to insert a new opportunity product table, SQL statement, or custom mail merge field into the template. |
| Email Options | This option is only available for an email template. |
Related topics