To generate a custom Renewal Notice
To enter user-defined overlay text, you may need to customize a renewal format to print merge fields from a customer's demographic data or to modify or add an available printing option. User-defined text that exceeds 255 alphanumeric characters must be specified here.
Follow these steps to generate a custom Renewal Notice for your organization:
The Report Specifications window opens.
Note: If you are cloning one of the DUES-Renewal Notices-Std. Form ASI-### reports, you may need to adjust the top and left margins to print the renewal notice correctly on your printer. To change the margins, select Options> Margins.
The Detail Report Parameters window displays the current parameters for the report you cloned.
The entered text overlays the standard report elements. Therefore, add hard returns (by pressing Enter) to shift text down the page far enough to avoid the preset report elements on the form.
In the following example, three additional merge fields [Temp.Item1], [Temp.Item2], and [Temp.Item3] have been included in the overlay text. Use the following instructions to define merge fields.
Example of parameters changed on customized renewal format
Note: The formula or field name entered in the first row must correspond to the [Temp.Item1] overlay text entered in the Parameters field on the Detail Report Parameters window.
Note: All calculations must be prefixed with @# where # represents the number of the field (1-5). Field names do not need to be prefixed.
Note: If you enter an SQL calculation for a field, you might be prompted: Invalid Omnis calculation: proceed anyhow? Click and ignore the warning.
Example of text entry area expanded. This formula calculates the years of membership.
A portion of the text entered in the Parameters area with merge data from the resulting renewal notice.
10.6 Production Release. Updated 1/13/2006 10:44:56 AM
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