Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Selecting records for merge fields


This topic is 6921 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted (edited)

I have a simple database with two tables: People and Donations.

The People table contains contact information on donors. The Donation table contains records of each donation. The two tables are linked via a Person ID number. The list of donations from the Donation table appears in each record in a layout in the People table via a portal. All of this works fine.

I want to create a letter as a layout in the People table and use data from a field in the Donation table in that letter as a merge field. I have been able to do this successfully EXCEPT if more than one Donation record exists for a donor, I have not been able to figure out how I can select the specific Donation record I want to appear in the merge field.

Help and advice will be much appreciated.

Edited by Guest
Posted

Hi, timcopeland

I think that the simpler way is to make the letter in the Donation table.

So, it will be pretty simple to take the right donation for the merge field... and the donor too !

This topic is 6921 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.