About the Mail Merge for Word Toolbar
Mail Merge for Word contains a toolbar, which is used to create mail merges with Siebel CRM On Demand data. The following table describes the options available in the Mail Merge for Word toolbar.
Toolbar Option
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Description
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1. Get Siebel Data
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Allows you to sign in to Siebel CRM On Demand and download data to Word. Options are: Contacts, Leads, Accounts, Opportunities, Service Requests, and Use Saved List. Choosing Use Saved List allows you to select an existing data source stored on your machine as a list.
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2. Refine Recipients
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Allows you to choose which recipients from the downloaded data you want to correspond with.
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3. Refine Message
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Contains the following options:
- AutoText. Allows you to insert predetermined fields into the message. For example, you can insert a closing line into each message using the AutoText option.
- Insert Siebel Field. Allows you to insert fields from the Siebel CRM On Demand record into the message. For example, you may choose to insert Full_Name into the greeting of each message.
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4. Preview
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Allows you to preview each message. You can use the arrows to scroll through each one.
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5. Print or Send Message
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Allows you to merge the data into the template and print, merge into a separate Word document, or merge into individually addressed email messages and send them out.
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6. Log as Siebel Activity
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Allows you to create an activity in Siebel CRM On Demand as a record of the correspondence. This single activity is associated with each of the message's recipients. The text of the template sent is automatically inserted into the description of this activity.
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