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MaxUser.book Page 179 Wednesday, January 23, 2008 4:34 PM
Chapter 9
Communicating with Your Customers
179
If you don’t want the document’s merged values to change when a
different Address Book entry is selected, you can break the merge
field links by performing the following procedure.
➤ To keep fields from changing when a different
Address Book entry is selected
 Highlight the entire Word document by selecting Edit > Select
All.
 Press Ctrl+Shift+F9.
Use Merge Fields in a Document Template
Ensure the start and end of the
merge field reside on a single
line. The start of a merge field
is denoted by the left brace ({)
character and the end of a
merge field is denoted by the
right brace (}) character.
Merge fields are simply place-holders in your document that can be
replaced by basic Address Book entry or user-defined field
information when you perform a merge. For example, in the body of
a letter, you can insert a merge field for a Contact’s name:
{First Name?}
When you perform the merge, the name of each recipient will
display in place of the merge field. If the entry doesn’t have an
assigned value for the chosen merge field, the field does not display.
Merge fields are not restricted to Address Book entry information—
you can insert merge fields for your own user information,
opportunities, and OrderDesk information as well.
Note that you can create document templates with merge fields from
Maximizer in Microsoft Word or Corel Word Perfect. Follow the steps
listed below using the Maximizer toolbar embedded in the word
processor to insert the merge fields. In the steps listed below, we are
using the Maximizer Word Processor.
Hold your mouse over a button to view its
description. The merge field button is on the first
button on the left of the toolbar.
➤ To insert a merge field
 With a document open in the Maximizer Word Processor, place
your cursor where you want to insert a merge field.
 Select Merge Field from the Maximizer Word Processor Tools
menu, or click the Merge Field button on the toolbar.
 In the Insert Merge Field dialog box, select the type of merge
field you would like to insert.
 Select a merge field from the list and click the Insert button. The
selected merge field is inserted in the template.