Forms Used to Use the Email Merge Feature
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Contact - Email and Mail Merge Utility |
W90CA070D |
Daily Sales Force Automation Processing (G90CA01), Contact CRM Foundation Daily Processing (G90C01), Contact Daily Support Processing (G90CE01), Contact On the Search For Contacts form (W90CA070C), click the Email and Mail Merge Utility link. |
Locate contacts and access the Email Merge feature. |
Email - Manage {Email Name} |
W90CA500A |
On the Contact - Email and Mail Merge Utility form or the Employee - Email and Mail Merge Utility form, click Email Merge. |
Create a new email. |
Employee - Email Merge |
W90CA040E |
Periodic Sales Force Automation Processing (G90CA02), Employee CRM Foundation Daily Processing (G90C01), Employee On the Search For Employees form (W90CA040F), click the Email Merge Utility link. |
Locate employees and access the Email Merge feature. |
Employee - Email - Manage |
W90CA500A |
On the Employee - Email Merge form, find and select an employee, and then click Email Merge. |
Select an employee and launch the email application. |