Inserting Merge fields in a Word template

The menu includes Infor CRM SLX contact, lead, account, opportunity, ticket, quote, return, sales order, address, and user information fields that can be added to mail merge templates. In addition, special merge fields such as SQL values, tables, lists, images, and the opportunity product table are also included.

Note: This feature is only available in Microsoft Word after Installing Infor CRM SLX Mail Merge For Microsoft Word

To insert Infor CRM SLX merge fields in a template:

Open the template, document or a blank document in Microsoft Word.
Place the cursor in the template where the required merge field must be located.
Click Insert Field on the Mailings tab.
Use the menu and submenus to select the item you want to add.
Use the Mail Merge Field Editor to set options for the merge field.
If the Mail Merge field editor is not displayed automatically, click Edit Fields on the Mailings tab.
Perform one of these actions:
- Click Save as New Template on the Microsoft Word Mailings tab, if you have previously not saved the document as an Infor CRM SLX template. The template is saved to the Infor CRM SLX database.
- Click Save if you have previously saved the document as an Infor CRM SLX template. The template is saved to the Infor CRM SLX database with the updated data
Note:
- The Infor CRM SLX merge fields are composed of XML, which is case-sensitive. If the case of a merge field is changed the fields cannot be merged.
- You cannot place Infor CRM SLX merge fields into a text box when creating or editing a template.
- If the template contains a merge field from the Address table, the address used in the merge is determined by the Select Address option when performing a mail merge in Microsoft Word or the Web Client.