Selecting a Web Email template

When performing a mail merge to Email in the Web Client, you must select a Web Email template.

To select a web email template

  1. Open Mail Merge on the Web Client. For steps see Using Mail Merge in the Web Client
  2. Click the Template find icon on the Merge Options tab.
  3. Click the Lookup find icon to use the lookup to find and select the template you want to merge. For steps see Finding Records.
  4. Click OK.