TIMSS 6: Personalized Standard Letters

In TIMSS 6, you can create standard letters to be used under Contact Tracking. What you might not know is that you can setup Word documents to have merge fields in them so that you can have that standard letter personalized for a customer.

First you will need to create a template Word document. The standard letters use the CUS_PRIMARY_INFO_VW to pull data into the document, so you need to create a document with fields based on this view.

1. Open APP100, Ad-Hoc QueriesClick on the ‘Build New Queries’ tab


2. Highlight the view ‘CUS_PRIMARY_INFO_VW’


3. Within the pane, ‘Fields to Display’ reflect the appropriate fields from the ‘Fields Available’ pane that are within the Word document you will be using.


4. Click on the ‘Run Query’ button


5. Enter a valid value within any of the search fields and click on the ‘Query’ button


6. Once data is displayed within the ‘Search Results’ pane, click on the ‘WordMerge’ button


7. When asked if you want to open an existing document, choose NO


8. Create your document, inserting the appropriate Merge fields and save it.

Next setup the Standard Letter with the Word Document.

1. Open MRM004, Standard Letter Setup


2. Click on the appropriate Letter Type and click on the “Add Document” button


3. Select the appropriate word document (the one you just created)


4. Enter an ID in the field labeled “ID” – this is a user-defined value


5. Confirm that the correct Application is reflected (if you don’t see the correct application listed within the drop-down options, go to System Types & Codes, Type = APPLICATION_TYPE and add “MSWORD” as a Code value. You’ll need to reopen MRM004 to see this newly added Code.)


6. Confirm that the correct Letter Type is reflected


7. Within the field “View Name” select the row labeled “Customer Primary Information”


8. Confirm that the file name is correctly reflected


9. Enter an appropriate description of the document/its usage in the field labeled “Description”


10. Enable the “Personalized” check box


11. Hit Save to upload the document

Now you are ready to go! Open Contact tracking, pull up a customer, and create an inquiry. When it's created, you can choose the standard letter you just created (the ID from step 13 above is what's displayed), then click on the Open button. This will open Word with your letter and the merge fields. In Word, click on the View Merged Data button and you will see your personalized letter.

Applies to: TIMSS6