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Sub-letters

Sub-letters are like detail reports. For each matching record, they'll be included once. These are most commonly used to detail a person's assignments, upcoming trainings, or account records. For each letter template, you can define any number (including zero) of sub-letters. Click the Edit sub-letters link inside the letter template to configure the sub-letters.

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To define or edit a sub-letter

  1. Click on the Sub-letters link from within the letter template editor on the Letters, E-mail and Mailing Labels panel.
  2. Click Add new sub-letter to make a new one, or on an existing one to edit it.
  3. Give the sub-letter a name, select a data source, and define its contents. The editors here work just like those in the letter template editor except that you cannot define sub-letters within sub-letters.
  4. Click Save when done.

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Properties

Sub-letter name

The description of this sub-letter. This value is not printed anywhere and is only used for your own reference.

Data source

The data used in this sub-letter. Records of this type will be each be printed once.

Include text at the beginning...

If checked, shows the Header tab.

Include text at the end...

If checked, shows the Footer tab.

Body

This is the text that will be repeated once for every record. Include in this the details for each record, using tabs or tables to space the fields out so they'll print and line up as intended. In the example above, this subletter will print the date, time and subject for each training a person has in his schedule.

Header

If at least one detail record is printed, the contents of the header will print above the detail records. If there are no printed detail records, the header will not print.

Footer

If at least one detail record is printed, the contents of the footer will print below the detail records. If there are no printed detail records, the footer will not print.

Insert data field

Inserts into the Body any of the fields that are part of the data source you've selected.

See Also

Letter Templates

Letter Template Editor

Letter Template Properties

Alternate Language Variants