Manual Communication Replacement Fields

Manual Communication Replacement Fields

Concept

These are an alternative to creating Copy Communications

Manual replacement fields allow the input of user defined Communication Replacement fields to Master documents

This method can be useful when:
  1. The Master Document is heavily formatted, and direct input may affect the document layout        
  2. Only one or two replacement fields need to be entered
  3. Staff are not allowed access to the document but user input is required

Timing

Letters

Manual replacement fields for Letters are added prior to the creation of the letter

Communications

Manual replacement fields for Communications are added following the creation of the communication, prior to dispatch or printing

Access

Letters

  1. Review and Create Overdue Letters | Account Letter Browse |  | Account Letter Details | Check on ‘Add Manual Replacements’ |  | Add Manual Communication Replacements
  1.  |  | Check on ‘Add Manual Replacements’ |  | Add Manual Communication Replacements        
  2.  | Communications Browse | | Edit Communication Details

Process

 to present the ADD Field Replacement Details dialog:


Field
Explanation
Field
Enter the name of the field as it appears in the document

This must be enclosed in square brackets

E.g. [COMPANY_SLOGAN]
Description
Enter the detail that should be populated to that field within the document

E.g. This is the Company Slogan

 to add to the list of available fields



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