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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I built my FM Pro database with client info (such as name, address, etc). I want to build in a basic letter to send to each client. I cannot figure out the best and easiest way to design this form letter. Can someone make a reccommendation.

Thanks.

Posted

Create a new layout viewed as form, not list. On this layout, click and drag a marquee box using the type tool. This will create a text area which will re-wrap. Now, just type your letter. Any place where you wish to use the client name or address, etc...just use the merge field command, found under the insert menu. This will insert the contents of the field you choose into that area of the letter. Switch to browse mode and try it out. Move from record to record and watch the data change.

To print, you can navigate to each one and choose File: Print, which is the manual way, or you can use a loop statment after performing a search for the exact items you wish to print.

Read up on merge fields, loop statements and form letters. I think there are even examples on the FileMaker CD.

This topic is 7985 days old. Please don't post here. Open a new topic instead.

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