The following iMIS fields are available in the Letter System for the Customer Management, Events, Exposition, Fund Raising, Certification, and Referral modules, and display for each MS Word template in the Report Fields field on the Detail Report Parameters window (select Utilities> Report Specs, select a template, click , and click ):
Note: You can add other fields to your MS Word templates.
Customer Management module
Name.ID
Name.EMAIL
Name.FULL_NAME
Name.TITLE
Name.PREFIX
Name.FIRST_NAME
Name.MIDDLE_NAME
Name.LAST_NAME
Name.SUFFIX
Name.DESIGNATION
Name.INFORMAL
Name.COMPANY
Name.COUNTY
Name_Address.ADDRESS_1
Name_Address.STATE_PROVINCE
Name_Address.CITY
Name_Address.ADDRESS_2
Name_Address.ZIP
Name_Address.MAIL_CODE
Name_Address.CRRT
Name_Address.FULL_ADDRESS
Events module
Orders.ST_ID
Orders.EMAIL
Orders.ORDER_NUMBER
Orders.FULL_NAME
Orders.TITLE
Orders.CO_ID
Orders.FULL_ADDRESS
Orders.TOTAL_CHARGES
Orders.COMPANY
Orders.BALANCE
Orders.NOTES
Orders.TOTAL_PAYMENTS
Order_Meet.ARRIVAL
Order_Meet.DEPARTURE
Order_Meet.MEETING
Meet_Master.TITLE
Meet_Master.ADDRESS_1
Meet_Master.ADDRESS_2
Meet_Master.ADDRESS_3
Meet_Master.CITY
Meet_Master.STATE_PROVINCE
Meet_Master.ZIP
Meet_Master.COUNTRY
Meet_Master.COORDINATORS
Meet_Master.BEGIN_DATE
Meet_Master.END_DATE
Meet_Master.DIRECTIONS
Meet_Master.NOTES
Exposition module
Orders.ST_ID
Orders.EMAIL
Orders.ORDER_NUMBER
Orders.FULL_NAME
Orders.TITLE
Orders.CO_ID
Orders.FULL_ADDRESS
Orders.TOTAL_CHARGES
Orders.COMPANY
Orders.BALANCE
Orders.NOTES
Orders.TOTAL_PAYMENTS
Order_Meet.ARRIVAL
Order_Meet.DEPARTURE
Order_Meet.MEETING
Meet_Master.TITLE
Meet_Master.ADDRESS_1
Meet_Master.ADDRESS_2
Meet_Master.ADDRESS_3
Meet_Master.CITY
Meet_Master.STATE_PROVINCE
Meet_Master.ZIP
Meet_Master.COUNTRY
Meet_Master.COORDINATORS
Meet_Master.BEGIN_DATE
Meet_Master.END_DATE
Meet_Master.DIRECTIONS
Meet_Master.NOTES
Fund Raising module
Fields are created from the view and will display the max and sum prefix.
max(Name.ID)
max(Name.EMAIL)
max(Name.FULL_NAME)
max(Name.TITLE)
max(Name.COMPANY)
max(Name.FULL_ADDRESS)
max(Name.CITY)
max(Name.STATE_PROVINCE)
max(Name.ZIP)
max(Name.COUNTRY)
max(Name.MAIL_CODE)
max(Activity.TRANSACTION_DATE)
max(Activity.DESCRIPTION)
sum(Activity.AMOUNT)
max(Activity.ORIGINATING_TRANS_NUM)
max(Activity.TAXABLE_VALUE)
max(Activity.ACTIVITY_TYPE)
max(Trans.MERGE_CODE)
max(Name_Salutation.SALUTATION_TEXT)
max(Sender_Codes.SENDER_DESCRIPTION)
Certification module
Cert_Register.STUDENT_ID
Cert_Register.REGISTRATION _ITEM
Cert_Register.STATUS
Cert_Register.ENROLLED_DATE
Cert_Register.COMPLETION_DATE
Cert_Register.DEADLINE
Cert_Register.BOARD_NOTIFIED
Cert_Register.CANCELED_DATE
Cert_Program.ID
Cert_Program.PROGRAM_TYPE
Cert_Program.TITLE
Name.FULL_NAME
Name.COMPANY
Name.STATE_PROVINCE
Name.CITY
Name_Address.FULL_ADDRESS
Name.INFORMAL
Name.COUNTRY
Referral module: Provider Letter
Name.ID
Orders.ST_ID
Orders.ORDER_NUMBER
Orders.FULL_NAME
Orders.TITLE
Orders.COMPANY
Orders.FULL_ADDRESS
Orders.TOTAL_CHARGES
Orders.TOTAL_PAYMENTS
Orders.BALANCE
Orders.CO_ID
Name.COMPANY_RECORD
Name.FULL_NAME
Name.COMPANY
Name.EMAIL
Name.FULL_ADDRESS
Name.WORK_PHONE
Name.TITLE
Name.PREFIX
Name.FIRST_NAME
Name.MIDDLE_NAME
Name.LAST_NAME
Name.SUFFIX
Name.DESIGNATION
Name.INFORMAL
Ref_Client.CLIENT_ID
Ref_Client.FIRST_NAME
Ref_Client.EMAIL
Ref_Client.MIDDLE_NAME
Ref_Client.LAST_NAME
Ref_Client.LAST_FIRST
Ref_Client.COMPANY
Ref_Client.ADDRESS_1
Ref_Client.ADDRESS_2
Ref_Client.CITY
Ref_Client.STATE
Ref_Client.ZIP
Ref_Client.DATE_CREATED
Ref_Client.NOTE
Ref_Provider.PROVIDER_ID
Ref_Provider.LAST_FIRST
Ref_Provider.COMPANY
Ref_Provider.ZIP
Ref_Provider.REFERRAL_COUNT
Ref_Provider.STATUS
Ref_Provider.PHONE
Referral.REFERRAL_ID
Referral.NO_SHOW
Referral.REFERRAL_FEE
Referral module: Client Letter
Name.COMPANY_RECORD
Name.FULL_NAME
Name.COMPANY
Name.EMAIL
Name.FULL_ADDRESS
Name.WORK_PHONE
Name.TITLE
Name.PREFIX
Name.FIRST_NAME
Name.MIDDLE_NAME
Name.LAST_NAME
Name.SUFFIX
Name.DESIGNATION
Name.INFORMAL
Ref_Client.CLIENT_ID
Ref_Client.FIRST_NAME
Ref_Client.EMAIL
Ref_Client.MIDDLE_NAME
Ref_Client.LAST_NAME
Ref_Client.LAST_FIRST
Ref_Client.COMPANY
Ref_Client.ADDRESS_1
Ref_Client.ADDRESS_2
Ref_Client.CITY
Ref_Client.STATE
Ref_Client.ZIP
Ref_Client.DATE_CREATED
Ref_Client.NOTE
Ref_Provider.PROVIDER_ID
Ref_Provider.LAST_FIRST
Ref_Provider.COMPANY
Ref_Provider.ZIP
Ref_Provider.REFERRAL_COUNT
Ref_Provider.STATUS
Ref_Provider.PHONE
Referral.REFERRAL_ID
Referral.NO_SHOW
Referral.REFERRAL_FEE
10.6 Production Release. Updated 1/23/2006 12:07:03 PM
© 2009 by Advanced Solutions International, Inc.
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