#DATA MERGE DEFINITION SOFTWARE#

For each record type you can choose one of the following options: The names displayed are the ones specified in Customise Orgs & People. On this tab you will find the list of People and Organisation types you are using on your system. Export active people/organisation records - This allows you to only use people/org records that are set to active.Suppress anonymous and anonymised people/organisation records - This will exclude people that have been recorded using the record an anonymous record (whom have not been changed to a named person) and records that have been anonymised using the Cleanse/Anonymise Tool.Suppress people/organisations based on contact consent rules for emails - This will exclude people/orgs that have 'Suppress or Block Emails' set to 'Yes' in the Contact Rules of the persons/org record.Suppress people/organisations based on contact consent rules for letters - This will exclude people/orgs that have 'Suppress from mail-merge extract by default' set to 'No' in the Contact Rules of the persons/org record.

#DATA MERGE DEFINITION SOFTWARE#

using word processing software used to generate a mail merge Include this extract in mail-merge audit? - This logs against each record that they have been included in this spreadsheet, which is typically used if the spreadsheet is to be used by another application, e.g.Field Set - Select the Field Set that contains the fields that you require.

If the results are large, the export is converted to a CSV spreadsheet and this name will not be used. Spreadsheet Name - If exporting to a spreadsheet you can specify a 'Save as' name for the spreadsheet.To check/change this, set to Export to Spreadsheet and set the 'Field Set' drop down to 'Select a Field Set', then change the Export Function back to 'Send to Blue Folder Lookup' Send to Blue Folder Lookup - Send the person/org record id's to the Blue Folder Lookup.Export to Spreadsheet - Exports the results directly to a spreadsheet with the fields specified by the Field Set.Example 'Exports only Clients in North Postal District'. Description - Used to explain what the definition is set up to do, this displays on the first page.Definition Name - The name of the definition.On the following screen you will be able to configure: To edit an existing definition, click on the name on the left or to create a new one click the 'Create New Data Extraction' button. Generate a mail merge with Letters or Email.The data extraction tool allows the following three facilities:

2.4 Branch Reporting Tab (requires Branch Module)ĭata Extraction/Mail Merge Definitions use person/org records without consideration of projects, allowing you to export all person/org records on the system.

Data merge definition