Forms Used to Use the Mail Merge Wizard

Form Name

FormID

Navigation

Usage

Mail Merge Setup

W90CA242B

Sales Force Automation Setup (G90CA03), Mail Merge Setup

Access forms to set up mail merge templates.

Envelope/Label Setup

W90CA242B

Sales Force Automation Setup (G90CA03), Envelope/Label Setup

Access forms to set up envelope and label templates.

Search For Contacts

W90CA070C

Daily Sales Force Automation Processing (G90CA01), Contact

CRM Foundation Daily Processing (G90C01), Contact

Locate and view contacts, and access the Email and Mail Merge Utility form.

Contact - Email and Mail Merge Utility

W90CA070D

On the Search For Contacts form, click the Email and Mail Merge Utility link.

Search for the contacts and launch the Mail Merge wizard.

Contact - Mail Merge Wizard - Select Template

W90CA23BA

On the Contact - Email and Mail Merge Utility form, click Mail Merge.

Specify whether you are using local or central templates for the mail merge.

Mail Merge Wizard - Select Central Template

W90CA23BB

Click Next on the Contact - Mail Merge Wizard - Select Template form.

Select a centrally located template.

Mail Merge Wizard - Select Local Template

W90CA23BC

Click Next on the Contact - Mail Merge Wizard - Select Template form.

Select a local template.

Mail Merge Wizard - Select Envelope Template

W90CA23BD

Click Next on the Mail Merge Wizard - Select Central Template or Mail Merge Wizard - Select Local Template form.

Select an envelope or label template.

Generating Mail Merge

W90CA23BJ

Click Next on the Mail Merge Wizard - Select Envelope Template form.

Finalize the mail merge process.