Reviewing Mail Merge Output to Email Prior to Sending from Microsoft Word

You can review the merged emails for individual recipients prior to delivery. You can use this option from the Merge Options tab for Mail Merge only if the Output Type is Email. If you do not select this option, the email messages are 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 Add history record to each contactor lead check boxes are selected. If Infor 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.
  • This feature is available in Microsoft Word only after installing Infor CRM SLX Mail Merge for Microsoft Word. This feature is not available in the Infor CRM SLX Web Client.

To edit mail merge output to email prior to sending:

  1. Click Start Mail Merge on the Mailings tab in Microsoft Word.
  2. Specify the Template and Merge With fields on the Merge Options tab.
  3. Set the Output Type field to Email.
  4. Select the Review individual <document> prior to sending check box in the Merge Options section.
  5. Complete other information fields as required, and click Merge.
  6. Click Send or, if available, Send to CRM after reviewing each message. The email message is sent.
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