AdvoLogix Matter ManagementAdministrationIntegration Guide Mail MergeDeactivating 'Extended Mail Merge' ~ Reverting to 'Standard Mail Merge'

Deactivating 'Extended Mail Merge' ~ Reverting to 'Standard Mail Merge'

Standard mail merge requires:

         o Internet Explorer 6.0, 7.0, or 8.0

         o Microsoft Word 2003 or 2007

         o Microsoft Windows XP or higher(Windows 7 Not Supported)

Standard mail merge supports versions of Microsoft Word 2000 and above.

NOTE: Mail Merge & Extended Mail Merge use same templates:

   Setup | Communications Templates | Mail Merge Templates

* Mail merge documents give you access only to the fields that are accessible to you via your page layout and field-level security settings. (Field-level security is available in Enterprise, Unlimited, and Developer Editions only.)

   * Standard and extended mail merge don't support formatting from rich text area fields.  

Choose Your Name in the upper right corner of Advologix screen

Click Setup

Choose App Setup section in the Greyed out lefthand sidebar

Click the Arrow next to Customize

Scroll down to User Interface

User Interface detail page

Look for the section labeled Advanced

Uncheck Activate Extended Mail Merge

  ~ *Optional - Uncheck Always save Extended Mail Merge documents to the Document tab (optional, because this action will not apply when Extended Mail Merge is turned off)

Save