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how do you create field 1-4 and how do you make them searchable from the
main screen. Also how do you get them to display on the general screen when
you click on a contact?
"Byrun" wrote:
main screen. Also how do you get them to display on the general screen when
you click on a contact?
"Byrun" wrote:
> #For a full answer i would need to know what sort of mailings you send out
> but from my work dealing with about 3000 contact I have, a full mailing of
> general information on A4 sheet folded once (easier to put into envelope
> taking into accout UK postal rates on size of envelope.) with a sticky
> address label attached.
> For individual letters what about window envelope rather than trying to
> match up address printed envelopes with the customized letter.
> How you hold the data? Well there are several ways , the easiest is to use 4
> fields slightly different from their original purpose like you do for first
> name.
>
> field 1 john
> field 2 SMITH
> field 3 jane
> field 4 JONES
> (
> That shouls give you
> Dear <field 1> & <field3> (possible for some condition if field 3 was blank!
>
> You would need to have conditions on the records within mail merge for
> address as well so
> (do you export the data to a comma seperated file)
> IF <field2>=<field 4> then print <field 1> & <field 3> <field2>
> IF <field3>=<field4>="" (ie blank) then print <field1> <field2> just 1
> person on mail shot
> etc i hope you get the idea.
> What you have to be consistent is the data for each fields
> Also are you not bothered with their initials or titles, another minefield
> mind you.
> As long as you are happy with the formallity/informallity of your letters
> you can use in your mailings I think there is a solution.
> If you want email me evans28vc@btinternet.com (CREWE UK) happy to help
> ===============================================
>
>
> "Jake" wrote:
>
> but from my work dealing with about 3000 contact I have, a full mailing of
> general information on A4 sheet folded once (easier to put into envelope
> taking into accout UK postal rates on size of envelope.) with a sticky
> address label attached.
> For individual letters what about window envelope rather than trying to
> match up address printed envelopes with the customized letter.
> How you hold the data? Well there are several ways , the easiest is to use 4
> fields slightly different from their original purpose like you do for first
> name.
>
> field 1 john
> field 2 SMITH
> field 3 jane
> field 4 JONES
> (
> That shouls give you
> Dear <field 1> & <field3> (possible for some condition if field 3 was blank!
>
> You would need to have conditions on the records within mail merge for
> address as well so
> (do you export the data to a comma seperated file)
> IF <field2>=<field 4> then print <field 1> & <field 3> <field2>
> IF <field3>=<field4>="" (ie blank) then print <field1> <field2> just 1
> person on mail shot
> etc i hope you get the idea.
> What you have to be consistent is the data for each fields
> Also are you not bothered with their initials or titles, another minefield
> mind you.
> As long as you are happy with the formallity/informallity of your letters
> you can use in your mailings I think there is a solution.
> If you want email me evans28vc@btinternet.com (CREWE UK) happy to help
> ===============================================
>
>
> "Jake" wrote:
>
> > I was wondering how other enter contacts with different last names?
> >
> > Right now, I enter spouses with the same last name like this:
> > Last Name: Smith
> > First Name: John & Jane
> > So the name displays as: John & Jane Smith
> >
> > However, this does not work for couples who do not share the same last name.
> >
> > I thought about using the Spouse/Partner field under the details section.
> > However, to make this a viable option, I need to be able to move that from
> > the Personal Information Group to the Business Contact group in the Customize
> > Form option. Is this possible?
> >
> > Does anyone have any better/other solutions?
> >
> > I do a lot of mail merges, so the solution must be able to display the full
> > name of both contacts on letters/envelopes. First names only would be a plus
> > too for letters.
> >
> > Right now, I enter spouses with the same last name like this:
> > Last Name: Smith
> > First Name: John & Jane
> > So the name displays as: John & Jane Smith
> >
> > However, this does not work for couples who do not share the same last name.
> >
> > I thought about using the Spouse/Partner field under the details section.
> > However, to make this a viable option, I need to be able to move that from
> > the Personal Information Group to the Business Contact group in the Customize
> > Form option. Is this possible?
> >
> > Does anyone have any better/other solutions?
> >
> > I do a lot of mail merges, so the solution must be able to display the full
> > name of both contacts on letters/envelopes. First names only would be a plus
> > too for letters.
| 02 Sep 2008 | Dealing with couples with different last names | .Jake |
| 06 Sep 2008 |  RE: Dealing with couples with different last names | .Byrun |
| 11 Nov 2008 |   RE: Dealing with couples with different last names | .ek |
| 14 Nov 2008 | RE: Dealing with couples with different last names | .Byrun |
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