Using Lookups in Infor CRM SLX Mail Merge for Microsoft Word

Use Lookup to find a record by choosing criteria from drop-down lists and entering text.

  1. In the Lookup by fields, select the search conditions and type the search criteria.
  2. When you have specified the search requirements, click the magnifying glass.

    The records that match your criteria are displayed.

  3. Select the record or records you were searching for, and then click OK.

    All searches are run on the records you can access. Depending on the options chosen by the administrator, you can find the records based on the group to which it belongs.