This page summarizes mail merge layouts in three views:
In each view, you can create mail merge layouts. To modify a mail merge layout, you need to be in the layouts view. The initial view is the categories view.
All users can view this page and create new mail merge layouts. However, you can only modify a mail merge layout you created or where you have ownership.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to display the mail merge layout summary according to the defined criteria.
Click this to refresh the mail merge layout summary according to the defined criteria.
Click this to create a new mail merge layout.
Note: Based on the current view, the Category field of the mail merge layout is predefined. However, you can change this field.
Click this to exit.
Type or select a division to show only mail merge layouts linked to this division.
Type or select a language to show only mail merge layouts linked to this language.
Type or select a person to show only mail merge layouts created by this person.
While in the categories view, click each category to display more details:
You can modify existing mail merge layouts by clicking the ID number in the Layout column while in the layouts view.