Inserting MailMerge Fields for Contacts in a Word Template
These contact fields are available for use in MailMerge documents:
first_name middle_initial last_name suffix job_title address_1 address_2 address_3 address_4 city state zip country business_phone mobile_phone email fax
You cannot paste or type these fields into a template. They must be added using the MailMerge functionality in Microsoft Word. In Microsoft Word 2010, these are the steps to add the fields:
- Open a new document.
- Click .
- Select MergeField from the list of field names.
- Under field properties, type in the CloudSuite Industrial field name from the list, for example first_name. (Word will place the field inside special characters.)
- Click to insert the merge field.
In other versions of Word, the steps might be different.
EXAMPLE: An example template that uses the
CloudSuite Industrial
MailMerge fields is available through the knowledge base on our Support
site. Search for a KB article containing the text "MailMerge Email Merge
Template".
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