Fields available in the Letter System

The following iMIS fields are available in the Letter System, and display for each MS Word template in the Report Fields field on the Detail Report Parameters window (select Utilities > Report Specs, select a template, click Edit, and click Parameters):

Note: You can add other fields to your MS Word templates (see Adding a field to a Letter System template).

Customer Management

Name.CO_ID
Name.COMPANY
Name.COUNTY
Name.DESIGNATION
Name.EMAIL
Name.FIRST_NAME
Name.FULL_NAME
Name.ID
Name.INFORMAL
Name.LAST_NAME
Name.MIDDLE_NAME
Name.PREFIX
Name.SUFFIX
Name.TITLE
Name_Address.ADDRESS_1
Name_Address.ADDRESS_2
Name_Address.ADDRESS_3
Name_Address.CITY
Name_Address.COUNTRY
Name_Address.CRRT
Name_Address.FULL_ADDRESS
Name_Address.MAIL_CODE
Name_Address.STATE_PROVINCE
Name_Address.ZIP

Events

Meet_Master.ADDRESS_1
Meet_Master.ADDRESS_2
Meet_Master.ADDRESS_3
Meet_Master.BEGIN_DATE
Meet_Master.CITY
Meet_Master.COORDINATORS
Meet_Master.COUNTRY
Meet_Master.DIRECTIONS
Meet_Master.END_DATE
Meet_Master.NOTES
Meet_Master.STATE_PROVINCE
Meet_Master.TITLE
Meet_Master.ZIP
Order_Meet.ARRIVAL
Order_Meet.DEPARTURE
Order_Meet.MEETING
Orders.BALANCE
Orders.CO_ID
Orders.COMPANY
Orders.CRRT
Orders.EMAIL
Orders.FULL_ADDRESS
Orders.FULL_NAME
Orders.MAIL_CODE
Orders.NOTES
Orders.ORDER_NUMBER
Orders.ST_ID
Orders.TITLE
Orders.TOTAL_CHARGES
Orders.TOTAL_PAYMENTS

Exposition

Meet_Master.ADDRESS_1
Meet_Master.ADDRESS_2
Meet_Master.ADDRESS_3
Meet_Master.BEGIN_DATE
Meet_Master.CITY
Meet_Master.COORDINATORS
Meet_Master.COUNTRY
Meet_Master.DIRECTIONS
Meet_Master.END_DATE
Meet_Master.NOTES
Meet_Master.STATE_PROVINCE
Meet_Master.TITLE
Meet_Master.ZIP
Order_Meet.ARRIVAL
Order_Meet.DEPARTURE
Order_Meet.MEETING
Orders.BALANCE
Orders.CO_ID
Orders.COMPANY
Orders.CRRT
Orders.EMAIL
Orders.FULL_ADDRESS
Orders.FULL_NAME
Orders.MAIL_CODE
Orders.NOTES
Orders.ORDER_NUMBER
Orders.ST_ID
Orders.TITLE
Orders.TOTAL_CHARGES
Orders.TOTAL_PAYMENTS

Fundraising

Fields are created from the view and will display the max and sum prefix.

max(Activity.ACTIVITY_TYPE)
max(Activity.DESCRIPTION)
max(Activity.ORIGINATING_TRANS_NUM)
max(Activity.TAXABLE_VALUE)
max(Activity.TRANSACTION_DATE)
max(Name.CITY)
max(Name.CO_ID)
max(Name.COMPANY)
max(Name.COUNTRY)
max(Name.CRRT)
max(Name.EMAIL)
max(Name.FULL_ADDRESS)
max(Name.FULL_NAME)
max(Name.ID)
max(Name.MAIL_CODE)
max(Name.STATE_PROVINCE)
max(Name.TITLE)
max(Name.ZIP)
max(Name_Salutation.SALUTATION_TEXT)
max(Sender_Codes.SENDER_DESCRIPTION)
max(Trans.MERGE_CODE)
sum(Activity.AMOUNT)

Certification

Cert_Program.ID
Cert_Program.PROGRAM_TYPE
Cert_Program.TITLE
Cert_Register.BOARD_NOTIFIED
Cert_Register.CANCELED_DATE
Cert_Register.COMPLETION_DATE
Cert_Register.DEADLINE
Cert_Register.ENROLLED_DATE
Cert_Register.REGISTRATION _ITEM
Cert_Register.STATUS
Cert_Register.STUDENT_ID
Name.CITY
Name.CO_ID
Name.COMPANY
Name.COUNTRY
Name.EMAIL
Name.FULL_NAME
Name.INFORMAL
Name.STATE_PROVINCE
Name_Address.CRRT
Name_Address.FULL_ADDRESS
Name_Address.MAIL_CODE

Referral: Provider Letter

Name.COMPANY
Name.COMPANY_RECORD
Name.DESIGNATION
Name.EMAIL
Name.FIRST_NAME
Name.FULL_ADDRESS
Name.FULL_NAME
Name.ID
Name.INFORMAL
Name.LAST_NAME
Name.MIDDLE_NAME
Name.PREFIX
Name.SUFFIX
Name.TITLE
Name.WORK_PHONE
Orders.BALANCE
Orders.CO_ID
Orders.COMPANY
Orders.FULL_ADDRESS
Orders.FULL_NAME
Orders.ORDER_NUMBER
Orders.ST_ID
Orders.TITLE
Orders.TOTAL_CHARGES
Orders.TOTAL_PAYMENTS
Ref_Client.ADDRESS_1
Ref_Client.ADDRESS_2
Ref_Client.ADDRESS_3
Ref_Client.CITY
Ref_Client.CLIENT_ID
Ref_Client.COMPANY
Ref_Client.COUNTRY
Ref_Client.DATE_CREATED
Ref_Client.EMAIL
Ref_Client.FIRST_NAME
Ref_Client.LAST_FIRST
Ref_Client.LAST_NAME
Ref_Client.MIDDLE_NAME
Ref_Client.NOTE
Ref_Client.STATE
Ref_Client.ZIP
Ref_Provider.COMPANY
Ref_Provider.LAST_FIRST
Ref_Provider.PHONE
Ref_Provider.PROVIDER_ID
Ref_Provider.REFERRAL_COUNT
Ref_Provider.STATUS
Ref_Provider.ZIP
Referral.NO_SHOW
Referral.REFERRAL_FEE
Referral.REFERRAL_ID

Referral: Client Letter

Name.COMPANY
Name.COMPANY_RECORD
Name.DESIGNATION
Name.EMAIL
Name.FIRST_NAME
Name.FULL_ADDRESS
Name.FULL_NAME
Name.INFORMAL
Name.LAST_NAME
Name.MIDDLE_NAME
Name.PREFIX
Name.SUFFIX
Name.TITLE
Name.WORK_PHONE
Ref_Client.ADDRESS_1
Ref_Client.ADDRESS_2
Ref_Client.ADDRESS_3
Ref_Client.CITY
Ref_Client.CLIENT_ID
Ref_Client.COMPANY
Ref_Client.COUNTRY
Ref_Client.DATE_CREATED
Ref_Client.EMAIL
Ref_Client.FIRST_NAME
Ref_Client.LAST_FIRST
Ref_Client.LAST_NAME
Ref_Client.MIDDLE_NAME
Ref_Client.NOTE
Ref_Client.STATE
Ref_Client.ZIP
Ref_Provider.COMPANY
Ref_Provider.LAST_FIRST
Ref_Provider.PHONE
Ref_Provider.PROVIDER_ID
Ref_Provider.REFERRAL_COUNT
Ref_Provider.STATUS
Ref_Provider.ZIP
Referral.NO_SHOW
Referral.REFERRAL_FEE
Referral.REFERRAL_ID