Adding Merge Fields to a Reminder

Merge fields can be used to insert variables onto any type of reminder. This is a big time saver as it means that a place-holder can be inserted which at the point of generating a reminder is substituted for the varying data, for example, a borrowers Forename and Surname.

The instructions below explain how to add 'merge fields', to a reminder template.

·Access the editing interface as described here.

·On the Reminder tab of the editing interface insert the cursor where the desired field is to be inserted. In this example the school name is being inserted at the bottom of the reminder therefore the cursor is placed there.

·With the cursor in the correct position, click Insert Merge Field

Select the required field by clicking it once to add into the reminder, in this example, the school name is being added.

Notice that where the cursor was flashing there is now a placeholder for the clicked field.

·After the changes have been made as required, click OK to save the changes.

The same steps can be repeated for as many or as few fields as necessary and be different on every reminder. Click Preview at the bottom of the box to show a preview of the reminder at any point.