Infor CRM SLX Mail Merge for Microsoft Word add-in
After you install the Infor CRM SLX Mail Merge for Microsoft Word add-in, in Microsoft Word from the Mailings tab, you can create, edit, or manage Infor CRM SLX mail merge Word templates and 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 add-in. For more information, see Installing Infor CRM SLX Mail Merge For Microsoft Word.
You can use the Infor CRM SLX mail merge add-in
for:
- Setting Infor CRM SLX Database Connection options. See Setting Infor CRM SLX Database Connection options
- Saving or importing a new Word template. See Saving or importing a new Word template
- Opening, selecting, and managing Word templates. See Opening, selecting, and managing Word templates
- Copying a Word template. See Copying a Word Template
- Sharing Word templates with other users. See Sharing word templates with other users
- Deleting a Word Template. See Deleting a Word template
- Converting Legacy Mail Merge Word templates. See Converting legacy Mail Merge word templates
- Setting or updating the properties for a Word template. See Setting or updating the properties for a Word template
- Starting a Mail Merge in Microsoft Word. See Starting a Mail Merge in microsoft word
- Editing a Word Template. See Editing a Word Template
- Inserting Merge fields in a Word template. See Inserting Merge fields in a Word template
- Editing Merge Fields in a Word template. See Editing Merge fields in a word template