Using the Template Editor

With the Template Editor, you can create a new template or edit an existing template. The editor contains an Infor CRM toolbar Closed which gives you access to the special template functions as well as many Microsoft Word Closed features. The features available depend on whether the type of template you are editing is a Letter, an E-mail or a Fax.

To open the template editor

On the Write menu, select Templates.
Do one of the following:
- Select a private template, and then click the Edit button.
- Click the New button and set the template properties, and then click OK.

To insert SLX merge fields in a template

Place the cursor in the template where you want the merge field located.
Click Insert SLX Field.
The menu opens with commonly used Infor CRM merge fields.
Select a field name.
Click More SLX Fields to access additional Infor CRM merge fields.
To preview the merged template, on the toolbar, click Preview.
This merges information from the current contact into the template.
You can not edit or save a template from the Preview window. Close the preview window when viewing is complete.
On the toolbar, click either Save or Save and Close.
The template saves to the Infor CRM database. If Save and Close is selected, the editor is closed. The Mail Merge dialog box opens with the current template name in the Template box.

Infor CRM merge fields cannot be added to the Subject field of an E-mail.
The Infor CRM merge fields are composed of XML, which is case-sensitive. If the case is changed on a merge field, it will not merge.
You cannot place Infor CRM merge fields into a text box when creating or editing a template.
The template must contain a merge field from the Address table in order to display the Select Type of Address dialog box during a Mail Merge. See Selecting Type of Address for more information.