Using lookup in Infor CRM SLX Mail Merge for Microsoft Word

Use Lookup to find a record by selecting a criteria from the list or specifying the text.

  1. Select the search conditions and specify the search criteria in the Lookup field.
  2. Click the magnifying glass, when you have specified the search requirements.

    The records that match the criteria are displayed.

  3. Select the record or records you require, and click OK.

    All searches are run on the records you can access. Based on the options selected by the administrator, you can find the records based on the group to which it belongs.