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Setup Include Field Rules for Profiles

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The following are the steps to create an Include Field Rule so a Profile can be used in a mailing. A template can be created and the PARAMETERVALUE number used for the merge field in the template. The Field Rule should be applied in the mailing that is being used with the Profile.

1.Click Include Field Rules under Communication Modules

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2.Click Table View on the Tool Bar

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3.Click the Destination Field heading to sort in order. Locate a number that is not being used.

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4.Click New on the Tool Bar

5.Click the tick box beside Include in Quick Letters if using the Write button and also Quick Receipts

6.Enter a Description

7.Select the Number of Characters from the drop down

8.Select the Parametervalue number from the Destination Field drop down

9.Enter or copy and paste the SQL Code

UPDATE MAILINGDETAILPARAMETER

SET MAILINGDETAILPARAMETER.PARAMETERVALUE<Next available Number> = [CONTACTPARAMETER].[PARAMETERVALUE]

FROM MAILINGDETAILPARAMETER INNER JOIN CONTACTPARAMETER ON MAILINGDETAILPARAMETER.SERIALNUMBER = CONTACTPARAMETER.SERIALNUMBER

WHERE (((MAILINGDETAILPARAMETER.ADMITNAME)=':MailingID:') AND ((CONTACTPARAMETER.PARAMETERNAME)='<Profile Name>'))

 

<Next available Number> should be replaced with the next un-used number i.e. go to table view in Include field rules and order by column Destination field

<Profile Name> should be replaced with the desired profile name

 

10.Click OK

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