Viewing the progress of a Mail Merge in Microsoft word

If a merge encounters any errors or a task fails, a message is displayed. The most common errors or messages are:

Could not retrieve contact or lead email address

An email address cannot be found for the indicated contact or lead, so an email message is cannot be created. Update the contact or lead with a valid email address and perform the mail merge for the updated record.

Could not retrieve parameter

The template contains an invalid or unrecognized parameter. Review your template SQL fields, such as tables, SQL values, or images or contact your administrator.

There are no email addresses for the indicated contacts or leads.

Update the records with a valid email address and perform the mail merge for the updated records. Update the records with a valid email address and perform the mail merge for the updated records.

There are no available records for mail merge. No documents created.

The mail merge cannot continue because there are no records available to merge. This occurs if the selected group or record do not contain any valid contacts or leads, or if all selected contacts or leads are designated as Do Not Solicit and the Enforce Do Not Solicit option was selected.

Plugin named "x" cannot be found

The template you selected is no longer available. It can be deleted or your access to the template is removed. Verify if the selected template is still available from Manage Templates.

COM error code: 0x86204005 Call stack: at Microsoft.Office.Interop.Outlook._Inspector.get_WordEditor()

The mail merge output to Email cannot continue because Microsoft Outlook cannot be accessed. This error occurs if Microsoft Outlook is not installed, is not configured, or cannot be accessed.

If the merge is completed, you can perform one of these:

• If records failed to merge, perform one of this:
  • Review the Failed Records list.
    • The list includes the name of the contact or lead that failed to merge and a reason for the failure.
  • Click Create Failed Merge Group to create a group that contains all contact or lead records that failed to merge
    • The group is named MM Issues - MM-DD-YY HH.mm.
    • The group is available in the Leads list view if merged with leads, or the Contacts list view if merged with contacts, accounts, opportunities, sales orders, quotes, contracts, returns, or tickets.
    • The group is not automatically marked as a Favorite and therefore is not visible as a tab until marked as a Favorite.

  For more information, see Viewing Invalid or Failed Merge Information.

• Click OK to close the Mail Merge in Progress window
  • If performing a mail merge to Email
    • If the Review individual emails prior to sending option is selected, each email message is accessed for review before you click Send or Send to CRM.
      Note: 

      If an email message is modified before sending, the attached file do not contain the updated text if the Attach merged document to each record or Create history record to each contact or lead options are selected.

      If Infor Xbar for Outlook is also installed and configured, Infor CRM SLX recommends using Send to CRM to record the updated email to history.

    • If the Review individual emails prior to sending option is cleared, each email message is sent automatically.
  • If performing a mail merge to Printer, the documents starts printing as soon as the Mail Merge window is closed.
  • If performing a mail merge to File, Windows Explorer displays the merged document or zip file containing the merged documents selected.
• Click Cancel or Close to perform another mail merge using the same options.
  • If performing a mail merge to Email
    • If the Review individual emails prior to sending option is selected, each email message is accessed for review before you click Send or Send to CRM.
      Note: If an email message is modified before sending, the attached file do not contain the updated text if the Attach merged document to each record or Create history record to each contact or lead options are selected. If Infor Xbar for Outlook is also installed and configured, Infor CRM SLX recommends using Send to CRM to record the updated email to history.
    • If the Review individual emails prior to sending option is cleared, each email message is sent automatically.
  • If performing a mail merge to File, Windows Explorer do not display automatically. You must navigate to the Directory location to find the merged document or zip file containing the merged documents selected.
  • If the documents are set to print, the Printing will start when "Mail Merge" dialog is closed. message is displayed. The documents cannot be printed until all subsequent mail merges are complete and Mail Merge window is closed.
    Note: : If you do not wait until the merge completes before canceling or closing the window, the mail merge can not complete any remaining mail merge actions.