Email Merge Is Greyed Out In Word

  • To work around this problem, manually remap the Mail Merge fields so that the Courtesy Title field is mapped to the correct Mail Merge field. To do so, follow the steps in the 'How to Remap a Mail Merge Field' section in this article. To work around this problem, perform the mail merge operation from Microsoft Office Outlook 2003.
  • The mail merge feature in Microsoft Word is a time-saving option to create repetitive documents from letters to contracts to emails to labels and more. However, you may notice a glitch that happens when you create a mail merge in Microsoft Word with Excel data, that is, the number formatting in Excel doesn’t show up correctly in the Word.

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If Merge to E-Mail is grayed out, it means Word doesn't think that Outlook is the default email client. I've seen two situations for this—one is addressed with that command in case Mail stubbornly keeps itself as the default email client, and the other is the corresponding Outlook version not being installed. Word 2011 Envelope Mail Merge button is greyed out. Ask Question Asked 8 years, 2 months ago. Active 7 years, 6 months ago. Viewed 2k times 0. She can add a recipient list just fine, but when she goes to select the merge to email option to complete the merge, the option is greyed out. I've searched through countless forums online and about the only help I've gotten from that is to make sure Outlook is set as the default mail app.

Article ID
ias-11941
Article Name
Why is the mail merge toolbar greyed out when creating AutoMail Template?
Merge
Created Date
Merge to email greyed out in word mac
29th April 2015
Product
IRIS AutoMail
Problem
I am trying to insert a tag into an AutoMail template. I have ticked the tag I want to use in the Tag Selection Screen and when I maximise the Word document the 'Merge Field Button' is greyed out. How can I insert my tag?
Resolution
To be able to enter tags to the Word document, you would need to click on the Refresh button in the Tag selection screen. To do this follow these steps:
  • Log on to IRIS AutoMail from IRIS Main Menu
  • The letter request Browser will be displayed. Click on the Templates button.
  • The AutoMail – Letter Template Maintenance Screen will be displayed. Highlight the template that you would like to change and click on the Edit button.
  • The Word Template will be displayed.
  • Minimise the Word document, to display the ‘Tag Selection Screen’. Click on the Refresh button.
  • Maximise the Word document, the ‘Insert Merge Field’ buttons will be available.Related ArticlesKB IAS-7078 : How do I setup my own custom AutoMail templates?KB IAS-6864 : What Microsoft Word skills may I need to edit AutoMail templates

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