Installing Infor CRM SLX Mail Merge For Microsoft word

The application Mail Merge for Microsoft Word provides support for Mail Merges.

Note: If you have installed a previous version of the application Mail Merge for Microsoft Word add-in, you must uninstall the previous version of application mail merge for Microsoft Word before installing the latest version.

To install Mail Merge for Microsoft Word:

  1. Close Microsoft Word.
  2. Select Options from the Tools menu in the Infor CRM SLX Web Client.
  3. Select the General tab.
  4. Click Install Mail Merge for Microsoft Word.
  5. Access the InforCRMWordAddinSetup.exe from your Downloads folder.
  6. Select the I agree to the license terms and conditions check box.
  7. Click Install. The default install location is: C:\Users\username\AppData\Local\Infor.CRM.Word.Addin
  8. Click Yes to confirm the install the required add-in.
  9. Click Close.
  10. Access Microsoft Word.
  11. Click Install on the Are you sure you want to install this customization? window if prompted.
  12. Set up the application options after installation.
    • Click application Options on the Mailings tab.