Getting the Data for a Mail Merge from the Siebel Database

You can use the Word Web service to get contact information for a mail merge from your Siebel database. You perform the following actions to create the query to run:

• Select the business component from which you want contact information.

• Specify conditions to apply to the contact records. You can specify up to six conditions.

• Select the fields you require from the contact records. You can specify up to 40 fields.

When you run the query, the output is saved in a local area as the data source for your mail merge.

This task is a step in Process of Using Word Web Service to Perform a Mail Merge.

To get contact data from the Siebel database

1. In Word, open the document template.

2. Click Get Siebel Data, then select the type of information you want to include in mail merge.

   Select one of the following options:

   • Account

   • Contacts

   • Opportunity

   • Service Request

   Alternatively, if you have saved contact data previously, then select Use Saved List and select the list you require.

3. Enter your Siebel username and password, then click Login.

4. Specify any conditions that you want to apply to the data on the Filters tab of the Define List dialog box.

5. Click the Fields tab, then use the dialog to specify the fields that you want to include in the report.

6. Click OK.