Specifying Date/Merge Parameters

Access the Date/Merge Parameters page (Campus Community, and then Communications, and then Letter Generation, and then Date/Merge Parameters).

Extract File Path/Options

The server temporary directory is the default location for the .cvs and .dat extract files. If you want the system to place the files elsewhere, specify the correct path here.

The path must be a valid network path, containing the path delimiter (forward slash or back slash), and be in the appropriate letter case (upper or lower) for your platform. For example, on Windows NT where the target machine is Machine01 and the target folder is LtrData, the valid path is \\Machine01\temp\LtrData\.

Field or Control	Description
File Type	Select the file type (CSV or Other) to create an extract file compatible with your word processing program. Comma delimited (.csv) files are compatible with most word processing programs. The process also creates a .dat file specifically for Microsoft Word and the Word templates delivered with the system.

Update Communication Letter Printed Date With

Select the date to appear on the letter.

Field or Control	Description
Communication Date	Select to use the communication assignment date from the Person Communication page for individuals or the Organization Communication page for organizations as the date on the letter.
System Date	Select to extract the current system date for the date of the letter.
User Supplied Date	Select to use the specified date as the date of the letter. You must supply the desired date.

Update Communication Completed Date With

Select the date for the system to use as the communication completed date on the communication record.

Field or Control	Description
Communication Date	Select to use the date when the communication was assigned as the communication completed date.
System Date	Select to use the current system date as the communication completed date.
User Supplied Date	Select to use the specified date as the communication completed date. You must supply the desired date.

Communication Date Range Selection

Enter the date range of the communication records from which to extract data. For example, you might want to extract data only from those IDs to which you assigned a specific letter code and set the communication date between January 1 and March 1 of the current year.

Use the date range to schedule and manage letter communications. For example, you might schedule daily or weekly runs of the letter generation data extract process for prospect inquiry letters, or missing information letters for applicants.

The from and to date range is inclusive of the dates that you enter.

Word Merge Parameters

If you are using the sample Word templates delivered with the system or if you are using other templates created in Microsoft Word, specify parameters here. A macro (CCLTRGEN.DOT) built into the delivered Word template process uses these parameters when performing a letter merge.

If you are not using Microsoft Word, you can skip these fields.

Note:

Setting these parameters on the Letter Generation run control page affects the data included in the CCLTRGEN.DAT file, but does not invoke the Word merge process. To perform a letter merge, you must launch Word and perform the merge process.

Field or Control	Description
Template Path	Enter the file path to the template into which the process should merge the data.
Sort Option	Enter the order in which the process should sort the merged letters. Values for this field are delivered with the system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort.
Send to Printer	Select for the Word letter merge process to automatically send the letter with merged data to the printer.