CRM 2011 – Do custom fields appear a mail merge?

I was asked a question about mail merge fields today  and if custom fields can appear in the address part of the mail merge and into the mail merge document in general.  I don’t do much mail merging so I usually have to try it out myself.

So I ran through the process using some dummy data and then going through a mail merge.  The good news is you can change the address information by choosing what information matches with the defaults it’s expecting, you basically change the mapping.

If you do a mail merge and then wonder why you new custom fields haven’t come across then you need to click the data fields which allows you to chose what fields are brought into the mail merge document.

Any talk from me, here are the screen shots which will be a lot more helpful.

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5 thoughts on “CRM 2011 – Do custom fields appear a mail merge?

  1. Surya December 13, 2011 / 8:55 am

    Can Web resources added to the form be used for mail merge

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  2. Malcolm McAuley November 26, 2012 / 4:18 pm

    Thanks for the post. Question about this – can a Data Field be added to the default list of fields? We added a field that is key to our address format here in Canada, but when we do merges we always have to go in to add the field manually. It’d be great if we could add it to the default list somehow. Any thoughts? Thanks again!
    Malcolm
    Big Brothers Big Sisters of Canada

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    • Hosk November 26, 2012 / 4:50 pm

      add the field to a template and then use the template with your mail merges

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      • Malcolm McAuley November 26, 2012 / 4:55 pm

        Right, that I know, but I’m referring to the default list of merge fields so that even during the creation of templates they don’t have to worry about doing that. I agree with you entirely but our org has hundreds of users and I know the question will come up when I show the masses how to edit the default list – perhaps it can’t be done, which I can appreciate. I’ve shown many users how to do this and they either 1) ask this question or 2) forget when building the template and have to go back in and edit it…not the end of the world but from an end users perspective it’s another thing they need to remember to do.

        Thanks again.
        M

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  3. Malcolm McAuley November 26, 2012 / 4:56 pm

    Oh, sorry, typo in there…”…when I show the masses how to do a mail merge liek this…”

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