Setting history options for Mail Merge

The Mail Merge History Options tab lets you create history items for the mail merge.

To set History Options:

  1. Click the History Options tab.
  2. Select Create history record for each contact or lead to add a history record.

    The history record is created and associated with each lead or contact, account and if applicable, the in-context entity from the Merge With options or detail or list view from which the mail merge was initiated.

    Note: 
    • You can merge with leads, contacts, or contacts associated with accounts, opportunities, sales orders, quotes, contract, returns, or tickets.
    • If merging with the contacts associated with a contract, the history records can not be associated with contracts as history and activities are not supported for contracts.
  3. (Word Add-in only) Select the Add merged text to the history notes option if you want the text contents of the merged document to be included in the history record notes.
    Note: This option is available only in the Infor CRM SLX Mail Merge for Microsoft Word add-in and only if the Create history record for each contact or lead option is selected. Any non-text elements such as images or tables are not included in the notes.
  4. Type or select a result type from the list in the Result field.
  5. Type or select a regarding type from the list in the Regarding field.
  6. Type or select a category type from the list in the Category field.
  7. Specify notes or important items you want to include in the history in the Notes field.
  8. Click OK or Merge when finished setting the Merge, History, and Follow-up options.
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