Using Mail Merge in the web client

You can perform a mail merge output to file or email in the application Web client. Each output type supports a different type of template. Output to file uses Word-based templates that are also used in application Mail Merge for Microsoft Word. Selecting a Word email template saves the file locally. It is not possible to email a Word template from the Web Client. Performing an email mail merge with a Word template is only supported in Microsoft Word. Output to email uses email templates that are created and managed in the Web Client. See Working with Word templates,Working with Web email templates.
Note: The administrator must configure the Office Profile Email Setup options for users to be able to output a mail merge to Email. Mail Merge email messages are sent from the email address defined by the administrator.

To use Mail Merge in the web client:

  1. Click Mail Merge from the Compose menu. The Mail Merge window is displayed. In the Mail Merge window, on the Merge With tab, select your merge options. See Setting Merge With options for web client Mail Merges.
    Note: You can also:
    • Select Mail Merge from the Task Pane on the detail view of Contact, Account, Opportunity, Quote, Sales Order, Contract, Return, Tickets, or Lead.
    • On a supported list view, press the CTRL or SHIFT key and select one or more leads or contacts, or other records with related contacts that you require to merge with. In the Task Pane, click Mail Merge. If you do not select any records, all the records in the group are considered. If you click Yes, all the group records are selected. This option is available in the Contact, Account, Opportunity, Quote, Sales Order, Contract, Return, Tickets, and Lead detail views.
    Note: The administrator can define a maximum number of records that can be included in a mail merge. If the number of records exceeds that number, the merge is only be performed on the maximum number of records.

    The Mail Merge window is displayed with the Merge Options tab selected.

  2. Click the Merge Options tab to select the output type and set merge options. See Setting merge options for Mail Merge.
  3. Click the History Options tab to set history options. See Setting history options for Mail Merge
  4. Click the Follow-up Options tab to schedule a follow-up activity. See Setting Follow-Up activity options for Mail Merge
  5. Click OK.
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