Setting Follow-Up Activity Options for Mail Merge

The Mail Merge Follow-Up Options tab lets you create a follow-up activities to the mail merge.

To schedule a follow-up activity to a mail merge:

  1. Start a mail merge
  2. Complete the History Options tab. See Setting history options for Mail Merge for more information.
  3. Click the Follow-Up Options tab.
  4. If you want to schedule follow-up activities, select Schedule a Follow-Up, and select the type of follow-up activity you want to schedule.

    If you do not want to schedule follow-up activities, clear this option and proceed to step 13.

  5. If the Schedule separate follow-up activities for each contact option is available do one of the following:
    • Select this option if your Merge With criteria was in-context of another entity, such as account, or sales order, and you want to create a separate follow-up activity for each contact associated with that record.
    • Clear this option, if you want to create a single follow-up activity for each in-context record that includes all contacts associated with that record.
  6. To carry over the notes to the follow-up activity, select Carry Over Notes.
  7. Do one of the following:
    • Select Timeless if the follow-up activity does not need to be scheduled for a specific time or duration, and then click the Start Time button to select the date.
    • Clear the Timeless options if the follow-up activity will be scheduled for a specific time or duration, click the Start Time button to select the date and time, specify or select a Duration number and time increment, and then, if desired, select Reminder and specify or select a number and time increment to be notified before the activity start time.
  8. Click the Regarding drop-down arrow to select a regarding type.
  9. Click the Priority drop-down arrow to select the importance of the activity.
  10. Use the Leader lookup to select an activity leader.
  11. Click the Category drop-down arrow to select a category type.
  12. In the Notes area, do one of the following:
    • Specify notes in the field.
    • Click Notes to open a larger field for specifying notes. Specify the notes, and then click OK.
  13. When finished setting the Merge, History, and Follow-Up options, click OK or Merge.