Modifying Merge fields in a word template

You can use the Mail Merge Field Editor screen to modify the new and existing merge fields. You can view the template merge fields in the list pane and the edit options in the edit pane. You can also click Remove From Template on the toolbar to remove the merge fields from the template.

Note: This feature is available in Microsoft Word only after installing Infor CRM SLX Mail Merge for Microsoft Word and cannot be accessed from the Infor CRM SLX Web Client. It is available in Microsoft Word only after installing Infor CRM SLX Mail Merge For Microsoft Word. See Installing Infor CRM SLX Mail Merge For Microsoft word.

To modify merge fields:

  • Access the Infor CRM template in Microsoft Word.
  • Click Edit Fields on the Mailings tab.
    Note: To modify merge fields you can:
    • Right-click an Infor CRM SLX merge field in the document, and click Infor CRM SLX Template Field Properties.
    • Click Insert Field on the Mailings tab and select one of these values:
      • SQL Value
      • Table
      • List
      • Image
      • Opportunity Product Table: The Infor CRM SLX Mail Merge Field Editor window is displayed and the template merge fields are displayed in the list view. These columns are displayed in the list view:
      • Field: The name of the merge field as displayed in the template.
      • Type: The merge field type.
  • Highlight the merge field you require to modify in the list pane.

    Based on the merge field type, different modify options are displayed.:

    • SQL Value. See Modifying SQL value fields in Word templates
    • Table. See Modifying SQL tables in Word templates
    • List. See Editing SQL lists in Word templates
    • Image. See Modifying SQL Image fields in Word templates
    • Opportunity Product Table. See Modifying SQL tables in Word templates
    • Infor CRM SLX field:
      Field Identifier
      Used to change the text that displays in the template. The Field Identifier for a Regular mail merge field consists of the table and the display name. You can only change the display name.
      Format Type
      Used to change the type of formatting that is applied to the selected merge field. For example, fixed, integer, percent, or currency.
      • Date fields and the Mail Merge Date Stamp default to Date or Time.
      • Date fields Format String defaults to the system short date format.
      • Mail Merge Date Stamp fields Format String defaults to the system short date and short time format.
      Format String
      Used to format the value displayed in merge field. You must set the format type before adding a format string. Valid string formats based on the format type you select.
      Text Before
      Used to enter text that displays before the selected merge field.
      Text After
      Used to enter text that displays after the selected merge field.
      Special Format
      Used to apply special character formatting to the merge field (including text that displays before and after a merge field).
      Table
      Displays the table associated with the database field. If the database field is the result of a join, the caption for this option reads Main Table.
      Field
      Displays the database field. If the database field is the result of a join, the caption for this option reads Key Field.
      Calculated
      Displays whether or not the field is a calculated value.
      Join
      Displays whether or not the field is the result of a database join.
      Preserve Character Formatting
      Used to preserve character formatting during a merge.
      Link Style
      To define a merge field as a link, click the arrow and select the type of link. Options include: Email, Telephone, HTTPS, HTTP, FTP, and as-is. Example: To insert a link of the form https://mysite.com/dashboard.aspx?contactid=<contactid>&view=details
      1. On the Mailings tab, Insert Field menu, point to Contact, and scroll to and click the Id field.
      2. Click Edit Fields.
      3. Select CONTACT.Id in the left pane if required and set these options:
        • Text Before: [https://mysite.com/dashboard.aspx?contactid=]

          Replace the suggested URL with your own URL

        • Text After: &view=details
        • Link style: HTTPS
        • Link Display Text: Specify the text for the link that must display in the merged document. For example, view in Infor CRM SLX
      Link Display Text
      Specify the text for the link in the Link Display Text field that must display in the merged document. For example, contact us for an email link.
      Signature
      Displays a list of available email signatures. <Default Signature> is the default value.
  • Click OK.
  • Click Save to save your changes, or click Save as New Template on the Mailings tab.

For more information, see Editing Merge Fields

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