Starting a Mail Merge in Microsoft Word

You can perform a mail merge from Microsoft Word if you install Infor CRM SLX Mail Merge for Microsoft Word. After the first mail merge, some selections are remembered from the previous mail merge.

Note: This option is available only in Microsoft Word after Installing Infor CRM SLX Mail Merge For Microsoft Word. To use Mail Merge in the Web Client, see Using Mail Merge in the web client

To start a mail merge in Microsoft Word:

Select Compose Mail Merge on the Mailings tab.

The Mail Merge dialog box opens with the Merge Options tab selected
If necessary, click the Template ellipsis button to select a template. See Managing and Selecting Templates

Note: If you open the required merge template with prior to starting the merge (from the Mailings tab, click Open Template), the template is automatically listed in the Template box.
- When selecting a template, look in the right pane details and view the Main Table
  - If you are merging with leads, you must select a template where the main table is LEAD.
  - For all other merges you must select a template where the main table is CONTACT.
Select your merge with options
You can merge with leads, contacts, or contacts associated with accounts, opportunities, sales orders, quotes, contract, returns, or tickets.
- Select one of the following:
  - Select Record: To merge with a single lead, contact, or contacts associated with a single record.
    
    Select Select Record, click the drop-down arrow, and then select the entity that contains the contacts or leads you want to merge with
    Note: The selected entity also provides the context to be used during the merge if the template includes fields related to the merge with entity.
  - Select Group: To merge with leads, contacts, or contacts associated with records in a group.
    
    Select Select Group, click the drop-down arrow, and then select the entity that contains the contacts or leads you want to merge with
    Note: The selected entity also provides the context to be used during the merge if the template includes fields related to the merge with entity.
- Click the ellipsis icon to find and select a record or group. See Using Lookups in Infor CRM SLX Mail Merge for Microsoft Word
If you selected Account or Opportunity as the entity in step 3, the Primary contact only option is available.
- Select this option to merge with only the primary contact of an account or opportunity.
- Clear this option to merge with all contacts associated with an account or opportunity.
Select the Enforce Do Not Solicit option to enforce Do Not Solicit rules because the content of the merged document contains content that contacts or leads have specifically asked not to receive. Clear the option only if the merged document does not contain content that contacts or leads can opt out of. For example, requested or mandatory information.

The Do Not Solicit check box appears on the contact and lead detail views
Select Attach merged document to each record to attach the correspondence to each record's Attachments tab. The merged file is attached to 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.
Click the Count button to see number of records included in the merge based on selecting Merge with and Enforce Do Not Solicit.

The button label changes from Count to display the number of records that are included in the merge.
Click the Select Address drop-down arrow and select which address type you want to use for address merge fields. Options include: Primary, Mailing, or Shipping.
Click the Output Type drop-down arrow to select one of the following:
- Email – Selecting output to email creates a separate email message for each contact or lead with merged content from the selected template and information for each contact or lead.
  - Subject – Type the text you want to appear in the email message Subject.
  - Send emails to the contact/lead email address
    - Select this option if you want the email messages to be sent to the email address defined for each contact or lead.
      Note: If a contact or lead does not have a defined email address, the record is skipped during the merge and an email message is not created for that record.
    - Clear this option to specify the required recipients. Click the Recipients ellipsis to open a Select Names window that allows you to specify the e-mail addresses for the To, CC, and BCC fields.
  - Review individual emails prior to sending – Select this option to review each email message prior to sending. After the merge, email message is available to review or edit before sending the email message. If this option is not selected, the email messages is automatically sent when the merge completes.
    Note: If an email message is edited prior to sending, the attached file does not contain the updated text if either the Attach merged document to each record or Create history record to each contact or lead options are selected. If Infor CRM SLX Xbar for Outlook is also installed and configured, Infor CRM SLX recommends using the Send to CRM button to record the updated email to history.
  - Save in Sent Items – Select this option to save a copy of all merged messages in your email provider Sent Items folder.
  - Attachments – Use the add buttons to select local files or Infor CRM SLX Library files to include in the merged email messages.
    Note: The selected files are attached to each merged email message, but are not saved as an attachment or attached to a history record if either the Attach merged document to each record or Add history record to each contact or lead options are selected.
    - Click Add File Attachment, browse to the location of, browse to the location of File and then click Open.
    - Click Add Infor CRM SLX, expand the Infor CRM SLX File Library tree view to find and select the document you want to attach, and then click OK.
    - To remove an attachment, select the item in the list and click the Delete Attachment button.
- File Selecting output to file creates a separate document for each contact or lead with merged content from the selected template and information for each contact or lead.
- Printer Selecting output to printer creates and prints a separate document for each contact or lead with merged content from the selected template and information for each contact or lead.
Click the History Options tab to set history options. See Setting history options for Mail Merge
Click the Follow-up Options tab to schedule a follow-up activity. See Setting Follow-Up Activity Options for Mail Merge
Click Merge.