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. |