How to create your own Form Letter

Creating your own Form Letters is simple. First open the Edit form for which you want to make a Form Letter. If you want a letter for Physicians, click Orders, File, Physicians and Ctrl-Edit a physician. Then click Ctrl-Print and Form Letter to display the MailMerge Form dialog.

If you will starting with a form, select it, or select any form to begin. This will display the Word Processor. First, make sure that View, Mailmerge fields is checked. This allows you to see the fields as codes instead of the system replacing them with the relevant data from the tables. If it is not, click to check it.

Then either Load the form letter you are interested in changing, or clear the form if you are starting from scratch. Then enter any text you want on the form letter.

Next add the mail merge fields; click Edit, Insert Mailmerge Fields to display the Mail Merge Fields List. Choose the Table you want by clicking on the plus [+] symbol.

Note: The reason it is important to create your letter from the Edit form you intend to print is because the Tables available are dependent on where you are in the program. If in the Physician Edit form as the example shows, you will see the cdsPhysician table. If in the Customer Edit form, you will not see cdsPhysicians, but tables related to a Customer instead.

Then select the field you want by double-clicking on it. The field(s) you selected will be inserting into your Letter at the cursor position in code form. Once you are finished, the result should look similar to the following, and you will want to save the Form Letter to an appropriate directory.