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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

Description

1. Get Siebel Data

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.

2. Refine Recipients

Allows you to choose which recipients from the downloaded data you want to correspond with.

3. Refine Message

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.

4. Preview

Allows you to preview each message. You can use the arrows to scroll through each one.

5. Print or Send Message

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.

6. Log as Siebel Activity

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.


Published 05/11/2007