Inserting Special Fields

You can click the Insert Special Field button of the E-mail, Fax, or Letter Template Editor to insert a new opportunity product table, SQL statement, or custom mail merge field.

To insert a special field

1. Open the Template Editor.
2. On the toolbar, click Insert Special Field.
3. From the menu, select the type of field you want to add to the template.
   • Opportunity Product Table

   Adds a table with opportunity product and price information.

   • SQL

   You can insert the following SQL fields:

   • Text
   • Image
   • Table
   • Bulleted List
   • Numbered List
   • Custom

   If a custom field is added to the template and the scripts have not been modified correctly, the mail merge will not run until the scripts are corrected, or the custom field is removed.

   Before you insert a custom field, the custom field must be handled by writing code in the SLX Mail Merge OnCustomFieldName script (LAN) or the class function Sage.MailMergeService.prototype.HandleOnCustomFieldName located in jscript\sage-mailmerge\sage-mailmerge-service.js.

   The Infor CRM Mail Merge Field Editor dialog box opens.

4. If necessary, use the edit field to make your changes, and then click Apply.
5. Click OK.

Related Topics

Editing Merge Fields

Editing SQL Text Fields

Editing SQL Image Fields