Calyx Point 7, Руководство пользователя

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Point User Guide 387
Creating custom reports
Adding a link to a mail merge document
To add a link to a document:
1
Click the
Add Link...
button.
The Marketing Document & Options dialog box is displayed.
2
Select one of the following document types:
•
Mailing Label
(go to Step 3 )
•
Email
(go to Step 4 )
•
Custom Letter
(go to Step 5 )
3
If you selected
Mailing Label
:
a
In the Match Fields section select a Point field for each address field component.
The list of fields is retrieved from the report template. If a field that you need is not
listed in the dropdown list, update the report template to include the field.
b
In the Mailing Label Templates section, select an option to use for address label.
If you select
[Select when generating]
, you are prompted to select from a list of
Avery labels when you generate the report.
c
Click
OK
.
4
If you selected
Email
, complete the Email Option section.
a
Enter a subject for the e-mail in the
Email Subject
field.
b
In the
Email Address Field
field, select the report field that contains the e-mail
address of the recipient.
The list of fields is retrieved from the report template. If a field that you need is not
listed in the dropdown list, update the report template to include the field.
c
Click
OK
.
5
If you selected
Email
or
Custom Letter
, select a custom document from the Email/
Custom Letter Content Document list and click
OK
.
This list contains the documents that were created with the Custom Forms feature.