Mail Merge

Mail Merge helps you simplify the process of sending the same information to numerous people by merging information into a template. You can merge the content to a file or send a merged email.

Mail Merge is available in the Web Client and in Microsoft Word. Depending on where you initiate the mail merge, the steps and options can differ. However, you can merge with one or more contacts or leads. For contacts, you can also select contacts that are related to one or more accounts, opportunities, sales orders, quotes, contracts, returns, or tickets.

Web Client Mail Merge

In the Web Client you can select an existing template and perform a mail merge with the output to file or email. The templates used for the output type email are created and managed in the Web Client while templates used for the output type file are created, edited, and managed in Microsoft Word.

A mail merge 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. After the merge completes, the merged email messages are sent from your email provider.

A mail merge 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. After the merge completes, you must receive a notification that the merge is complete with a link to the document or, if multiple documents were created, a zip file that you can open or save.

Mail Merge for Microsoft Word

When you install the Infor CRM SLX Mail Merge add-in for Microsoft Word, from the Mailings tab, you can create, edit, or manage Infor CRM SLX mail merge templates. You can also perform a mail merge to any Infor CRM SLX template managed in Word with the output to file, printer, or email. To access these features, Microsoft Word must already be installed and configured and users must install the Infor CRM SLX Mail Merge for Microsoft Word.

• To install Infor CRM Mail Merge add-in for Microsoft Word, click the Install Infor CRM SLX Mail Merge for Microsoft Word add-in on the Tools menu of the General tab. Follow the installation steps in Installing Infor CRM SLX Mail Merge For Microsoft Word.
• In Microsoft Word, users must configure the Infor CRM SLX Database Connection option. For steps see, Setting Infor CRM SLX Database Connection Options. These settings are shared with Infor CRM SLX Xbar for Outlook, so if Xbar is already configured, these settings are already set.