Help! Mail Merge: My selected 'Data fields' do not come up as options in Word's 'Insert Merge Fields'

(0) Share

Report

Posted on by Community Member

Hi all,

I'm trying to create a mail merge but it will require some additional fields (that I have data for in CRM as fields).

I can't seem to get it to work - I select the required Data Fields from the Mail Merge Edit screen, save, and then 'Edit Word Template'.

When the word document opens, what should my next steps be?

I also don't understand what the recipient list is for - I just want to make a template that pulls data through from CRM and save it as a Word Document.

Regards,

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (1)

Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report

Hi, What MS Office you use?

After you open the document, you see this notification.

You have to enable the Macro and then go To Mailing, you see the CRM Ribbon

Then click the RIbbon

Then for wizard, you can just follow the wizard step, in the right bottom

Then, just Preview your result, and Finish & Merge

You can save your documents as a Word Document.

Thank you.

Was this reply helpful? Yes No