Modify & add merge fields to an accounts document template

Modified on 26/02/2015 11:00 AM by Suzanne Coy Categorized as Documents, Templates and Mailmerges

==Overview==

''This guide explains how to get the contact ID as a reference in the accounts document''


==Guide to process==

1. In the main ShowBiz application select either the Contacts or Entries icon from the header, which will display the Contacts or Entries Manager screen.

2. Do a search for a contact that has an account document requiring printing by entering some details (i.e. last name) in the boxes provided and clicking Search. This will return your results in the table at the bottom half of the page.

[imageleft||{UP(Modify-add-merge-fields-to-an-accounts-document-template)}Contacts_manager4.jpg]





















































3. Double click the contact. You will be presented with their Contact Details page. Select the Accounts tab from the toolbar and tick the transaction you want from the table. Then click the 'Generate Accounts Doc.' button at the right hand side of the page. 

[imageleft||{UP(Modify-add-merge-fields-to-an-accounts-document-template)}Gooding_mrarthur.jpg]























































4. A new window will be displayed called 'Accounts Document Options'. Tick the 'Open the template in Word for editing' option and press OK.

[imageleft||{UP(Modify-add-merge-fields-to-an-accounts-document-template)}Accounts_documentoptions.jpg]

























5. You will be taken to the document template in Microsoft Word where you can edit this and add any text or merge fields to it. 

6. Add some text i.e. "Ref : " then click the Insert Merge Field tab from the menu bar in the Mailings section. You will be displayed with a list of all the ShowBiz merge fields you can add, one of which is the Contact ID; Select this, position and format it. Then Save the template.

Note: You can save as a different version name. To do this you will need to change the reference in Document Locations too to pick up the new file name (Utilities/System/Document locations).

[imageleft||{UP(Modify-add-merge-fields-to-an-accounts-document-template)}Document_template.jpg]

























































You will need to do this for every document you would like the Contact ID to appear on.  This will not update documents that have already been created.

Meta Keywords: accounts, document, merge, template
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Modify & add merge fields to an accounts document template