Using Mail Merge in the Web Client

• Click Mail Merge on the Compose menu. The Mail Merge window is displayed. In the Mail Merge window, on the Merge With tab, select your merge options. See Setting Merge With options for web client Mail Merges. Click the Merge Options tab.
• Select Mail Merge from the Task Pane on the detail view of Contact, Account, Opportunity, Quote, Sales Order, Contract, Return, Tickets, or Lead.
• On a supported list view, press the CTRL or SHIFT key and select one or more leads or contacts , or other records with related contacts that you want to merge with. In the Task Pane, click Mail Merge. If you do not select any records, all the records in the group must be considered. If you click Yes, all the group records are selected. This option is available in the Contact, Account, Opportunity, Quote, Sales Order, Contract, Return, Tickets, and Lead detail views.

The Mail Merge window is displayed with the Merge Options tab selected.

Output Type

The output type for the merged documents. To use this option, you must have installed and configured an email provider. After the merge completes, the merge email messages are sent from your email provider.

Possible values

• File

  You can use the Select a Template window to select a template. See Selecting a Word template. Selecting 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, the merged documents are available in your local Downloads folder.

  • Select Address

    The address type to be used for address merge fields. Possible options:

    • Primary
    • Mailing
    • Shipping

• Email

  You can use the Select a Template window to select a web email template. See Selecting a Web Email template. Selecting output to email creates a separate email message is created 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 will be sent from your email provider.

  • Subject

    The text to be displayed in the email message Subject.

  • Send emails to the contact/lead email address
    • Select this option to indicate if the email messages must be sent to the email address defined for each contact or lead.
      Note: If a contact or a lead does not have a defined email address, the record is skipped during the merge and an email message is not created for that contact or lead.
    • Clear this option if you want to specify the recipients. Click in the Recipients, CC, or BCC boxes to type an email address or use the @mention user interface to send to Infor CRM SLX Teams or Departments. Multiple addresses must be separated by semicolons.

Primary contact only

Select this check box to merge with only the primary Contact of an Account or Opportunity. You can clear this check box to merge with all Contacts associated with an Account or Opportunity.

Note: This check box is displayed only if you select to merge with an Account or an Opportunity.

Enforce Do Not Solicit

Select this check box to enforce the related rules because the content of the merged document can contain information that contacts or leads have particularly opted not to receive. Clear the check box only if the merged document does not contain content that contacts or leads have opted not to receive. For example, requested or mandatory information.

The Do Not Solicit check box is displayed on the Contact and Lead detail views.

Attach merged document to each record

To attach the correspondence to each record's Attachments tab, select Attach merged document to each record. The merged file is attached to each lead or contact, account and if applicable, the in-context entity from the Merge With options or detail or list view from which the mail merge was initiated.