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.