Infor CRM SLX Mail Merge for Microsoft Word add-in
You can create, modify, 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 after you install the Infor CRM SLX Mail Merge for Microsoft Word add-in, in Microsoft Word from the Mailings tab.
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
to:
- Set the Infor CRM SLX Database Connection options. See Setting Infor CRM SLX Database Connection options
- Save or import a new Word template. See Saving or importing a new Word template
- Access, select,
and
manage
Word templates. See Accessing, selecting, and managing Word templates
- Copy a Word template. See Copying a Word template
- Share Word templates with other users. See Sharing word templates with other users
- Delete a Word template. See Deleting a Word template
- Convert Legacy Mail Merge Word templates. See Converting legacy Mail Merge word templates
- Set or update the properties for a Word template. See Setting or updating the properties for a Word template
- Star a Mail Merge in Microsoft Word. See Starting a Mail Merge in Microsoft Word
- Modify a Word
template.
See Modifying a word template
- Insert Merge fields in a Word template. See Inserting Merge fields in a Word template
- Modify Merge fields in a Word template. See Modifying Merge fields in a word template