Setting Merge With Options for Web Client Mail Merges

If you do not start a mail merge from the Web client task pane on a list or detail view, you will need to define the Merge With options to specify which contacts or leads to merge with. You can merge with leads, contacts, or contacts associated with accounts, opportunities, sales orders, quotes, contracts, returns, or tickets.

To select merge with options

  1. On the Compose menu, click Mail Merge.

    The Mail Merge dialog box opens.

  2. On the Merge With tab, select who you want to merge with:
    • From the Entity Type drop-down arrow and select the entity that contains the contacts or leads you want to merge with.
    • Select one of the following:
      • Select Record: To merge with a single lead, contact, or contacts associated with a single record.
      • Select Group: To merge with leads, contacts, or contacts associated with records in a group.
    • Click the Lookup find icon to use the lookup to find and select a record or group. For more information see, Finding Records.
  3. When finished, click the Merge Options tab. For steps see, Using Mail Merge in the web client