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    Insert Merge Fields into Form Letters

    Using Merge Fields as part of Form Letter Setup in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Correspondence > Form Letters in RMS.
    2. Select an existing Form Letter and choose 'Edit'.
    3. Place cursor in body content where a Merge Field is required.
    4. Select a Merge Field Category from the list.
    5. Choose the required Merge Field.
    6. Repeat as necessary.
    7. Save/Exit.

    Info

    Merge Fields can be inserted in the Form Letter Body or Email Subject Line.

    Visual Guide

    Go to Setup > Correspondence > Form Letters in RMS.

    Select an existing Form Letter and choose 'Edit'.

    Place cursor in body content where a Merge Field is required.

    Select a Merge Field Category from the list.

    Choose the required Merge Field.

    Repeat as necessary until all required merge fields have been inserted into the Form Letter.

    Select 'Save/Exit' to store the changes made.

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