How do you create a label template to Mail Merge into Microsoft Word 2002 or 2003?
A – Here is the procedure: The following steps are only applicable to Word 2003 and Word 2002. • Log on to CRM v5.8 and open a person or company record. • On the left menu, right-click New and click Document. • In the Template panel, select the “Create New Local Template” option. • Click Continue. • In the resulting Word window, click Tools, point to Letters and Mailings and click Mail Merge. This will open the Mail Merge wizard on the right side of the window. Note: If the Mail Merge wizard is already at Step 3 of 6, click Previous until the wizard is on Step 1 of 6. • Under Select document type, select “Labels”. • Click Next: Starting Document to move to the next step. • In Change document layout section, click Label options. • In the Label Options window, select the label product and product number that will be used to print the label on. Click OK. • Open the mail merge toolbar in Word by clicking View, pointing to Toolbars and clicking Mail Merge. • In the mail merge toolbar, click
