Merge Table Setup

Merge tables are tables that can be inserted into a letter template. The contents of the table depends on which letter template is being used. See the Letter Merge Tables topic for a list of letter templates and the available merge tables for each one.

The merge table columns can be modified to contain additional or alternative fields from the ones that are set as the defaults. You cannot create additional tables, but you can configure each table exactly as your organization needs. Some letter templates include more than one merge table, to give you added flexibility in what you can put into a letter.

To change the contents of a merge table, do the following:

1. Open the Communications Navigator.
2. Open the Mailing Merge Tables list and select the table you wish to modify.
   1. The current list of columns for the table appears on the right side of the screen.
3. To remove a field, click on the red X next to the column.
4. To add a different column, select the field you wish in the column from the list on the left. Drag it to the Report Columns area and place it on top of a current column. When the background of the current column turns yellow, you have correctly positioned the field. Drop the field into this column. A new column appears on the right end, with the field you just dragged over.
5. To move a column to a new position, drag it from left to right.
6. To select a sort order for your table, click on the button in the Sort By column and select the Sort Direction, Ascending or Descending.
7. As you add and remove columns and move columns around, the new table is automatically saved.