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WINSALES Support Document - sup176

Version: 5.0
Revised: 5/18/04

Using Contact References To Tables As Merge Fields In 5.0

Problem: How can I use references to tables on the Contact window as merge fields in my WORD documents?

Solution: In WINSALES 5.0 to use a reference to a table on the Contact window as a merge field in your WinSales form letters you would add first check if the reference to the table has a ALTERNATE NAME by opening ADMINISTRATOR and going to the CONTACT + ELEMENTS and selecting the link to the table you wish to merge. If there is an Aleternate Name assigned then the merge field you will work with is the Aleternate Name_ID. If there is no Alternate name then take note of the Field To Display that has been selected. The merge field will be Field To Display_ID.

For Example: If you wanted to make a reference to the Marketing Details table from the contact window a merge field the Alternate Name is the what we will use plus _ID. Add that to the WINSALES_MAPPING.XML file and then insert the document merge field defined in the XML into the Word document using the Insert Word Field feature (see href="http://www.winsales.com/support/SUPP161.doc" target="_blank">sup161). If there is no alternate name we need the Field To Display’s column heading. Close the Contact elements windows and from the Activity and Tables list double click the Marketing Details table and look at the Elements and select the FIELD TO DISPLAY so you can view the DETAIL of the field (Media Name in the example above) to verify the column heading. If the column heading is MediaName we would then insert the MediaName into the document as a merge field (see www.winsales.com/support/SUPP160.doc).