Place the cursor in the template where you want the merge field
located.
Click
Insert SLX Field.
The menu opens with commonly used Infor CRM merge fields.
Select a field name.
Click
More SLX Fields to access
additional Infor CRM merge fields.
To preview the merged template, on the toolbar, click
Preview.
This merges information from the current contact into the
template. You cannot edit or save a template from the
Preview window. Close the preview window when
viewing is complete.
On the toolbar, click
Save or
Save and Close.
The template saves to the Infor CRM database. If
Save and Close is
selected, the editor is closed. The
Mail Merge dialog box opens with the current
template name in the
Template box.
Note:
Infor CRM merge
fields cannot be added to the
Subject field of an
email.
The Infor CRM merge
fields are composed of XML, which is case-sensitive. If the case is changed
on
a merge field, it will not merge.
You cannot place
Infor CRM merge fields into a text box when creating or editing a template.
The template must
contain a merge field from the Address table in order to display the
Select Type of Address dialog box during a
Mail Merge. See Selecting Type of Address for more information.