Insert a Merge Field in a Microsoft Word Document
This procedure is written for Microsoft Word 2007 or later. The steps are slightly different in earlier versions of Word.
To complete this procedure, Microsoft Word Integration must be installed.
- 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.
OR
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.
Notes
- If you are on the Address Book ‘Controlling’ Window and try to insert merge fields on a Word Document, the Merge field drop-down will only show Address Book and User.
- If you are on the Opportunities ‘Controlling’ Window you will see Address Book, User, and Opportunities.
If you are trying to create a Word template that includes Opportunity fields you must be on the Opportunities window.
