The Insert SLX Field menu contains the most commonly used Infor CRM merge fields. However, when creating or editing a template, if you need aInfor CRM field that is not in the menu, you can use select More SLX Fields to access all the Infor CRM merge fields. In addition, you can add a field to the menu, and customize the menu.
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The Insert Infor CRM Mail Merge Field dialog box has two panes:
Tab | Field |
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Contact or Lead | Contains information about the recipient of the letter, including name and company. If Contact is selected as the Main Table in the properties of the template, fields from the Contact table will display. If Lead is selected as the Main Table, fields from the Lead table will display. |
Address | Contains information about the recipient’s address. Use this tab when selecting the contact address fields or lead address fields. |
UserInfo | Contains fields, including address information, about the sender. |
To access additional merge fields
To add fields to the Insert SLX Field menu