Merge fields are place-holders in your document that can be replaced by basic Address Book entry or user-defined field information when you perform a merge.
You can insert Maximizer merge fields into documents in Microsoft Word; letting you add information from your Address Book to your Word documents.
Merge fields are not restricted to Address Book entry information—you can insert merge fields for your own user information; Customer Service cases; and Opportunities as well.
When you add a merge field to a Word document; you have the option of adding the merge field as a link. When the merge field is added as a link; a field is added to the document. When you merge the document; the field is replaced with the value from the current entry. You should add merge fields as link if you plan on reusing the document for different Maximizer entries. If you add a merge field without linking it; the value of the field in the current entry is added to the document as text.
| | This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word. |
- With a document open in Word; place your cursor where you want to insert the merge field.
- In the Maximizer tab; click the top of the Insert Merge Field icon for a list of fields.
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Click the arrow beside Insert Merge Field to select a Basic Merge Field from the drop-down list.
- From the list; select the type of merge field to insert.
- To add the merge field as a link; select the Link checkbox.
- Click Insert to add the merge field.
- Continue inserting merge fields until your document is complete. You may edit the document and reposition the cursor while the Insert Merge Field dialog box remains open.
- When you are finished inserting merge fields; click Close.
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