Setting History Options for Mail Merge

The History Options tab lets you create a history item for the mail merge and schedule a follow-up activity.

To set History Options

On the History Options tab, in the History area, do the following:
To attach the correspondence to the contact's Attachments tab, select Attach <e-mail/fax/letter>to each contact.

For Sage SalesLogix Web users, this option causes a warning message to display during the merge. This procedure can take a long time for slower connections.

To add an item to the history of the record, select Add history record for each record.
In the Result box, click the ellipsis to select a result type from the list of available To Do Result Codes.
In the Regarding box, click the ellipsis to select a regarding type from the list.
In the Category box, click the ellipsis to select a category type from the list.
In the Notes box, type notes or important items you want to include in the history.
In the Schedule a Follow-up area, do the following:

In the Type list, select the type of follow-up activity. If you receive the activity confirmation message, click OK.
To have the notes carry over to the follow up activity, select Carry Over Notes.
In the Activity Times area, set the date and time.
In the Alarm area, to set a reminder alarm, select Set Alarm.
In the Lead Time box, set the lead time for the alarm.
In the Leader box, use Lookup to select a leader.
In the Regarding box, click the ellipsis to select a regarding type.
In the Category box, click the ellipsis to select a category type.
In the Notes area, do one of the following:
Type notes in the box.
Click Notes to open a larger box for typing notes, type the notes, and then click OK.