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To add system variables to a letter created using QuickLetter

Designing a customized standard letter is much like setting up any mail merge template. You create a master letter that has field name markers where the merged data will display.

Where you want personalized information to display, you will enter the appropriate variable name enclosed in square brackets [ ]. For example, the format of the variables is [Table.FIELDNAME], and [Name.INFORMAL] brings in the informal name or nickname from the customer record (the Informal field of the Name table).

When you print the letter for a customer, the variable names will be replaced by the actual data from the customer's record or other appropriate places. The variables can call any field in the Name table and fields created in the Customizer.

In addition, iMIS supplies the following special variables that are preset to retrieve certain formatted fields or current system settings:

[Today]

Prints the current date in the system

[Name.TITLE]

Prints the customer's title as it displays in the Manage customers window

[Name.INFORMAL]

Prints the customer's informal name as it displays in the Manage customers window

[Name.COMPANY]

Prints the customer's company name as it displays in the Manage customers window

[Name.FULL.ADDRESS]

Prints the customer's formatted preferred mail address

See Also

Creating Letters

To create a letter for a single customer using QuickLetter

To change a letter format in QuickLetter

To merge a letter for a single customer using the Letter System

To merge an e-mail letter for a single customer using the Letter System (Office 97, 2000)

To merge an e-mail letter for a single customer using the Letter System (Office XP)

To view a customer's letter activity record


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