Printing letter layout

[Titan3]

I am new to these forums and I have a problem.

I have created a database where i have the name of a company and a relationship to partners in a portal. Each partner has a different role, example 1 or 2 may be Grantor, 1 or 2+ may be Trustee / Co-Trustee and 1 or 2+ may be Beneficiary.

So what I need to do is be able to print lets say the Grantor in one part of the letter, the Trustee in a different part of that letter, and the Beneficiaries in another part of the same letter. I have been searching the web for about a week on how to do something like this and have been unsuccessfull. Please any help will be much appreciated.

Thanks in advance!

[SteveB]

Welcome to the forums. In Layout Mode, on the Insert Menu at the bottom is Merge Field. Pick your field(s) based on the appropriate relationship/field name.

Steve

[Titan3]

Maybe i don't have the relationship correct. I have a company layout and table then i have a partners table. I have one company and many partners and on the letter layout when I try to insert the merge it always places the first partner it comes to for that company rather then a specific partner that is needed. So right now my table is related to the partners by company ID.

[mr_vodka]

I think that you should have a letters table and a letter setup layout where you pick which "Partner" you designate for each particular part of the letter.

IOW, the letter table would be related to the company table, and then in the letter layout, you could use a value list that would display only the related company partners. This would be done for each role field for the letter: Grantor, Trustee / Co-Trustee and Beneficiary, etc.

[Titan3]

Isn't that kind of duplicating work? Because right now on the company layout in the portal it shows who the grantor, trustee, beneficiary etc.. is and that it is attached to that company. Is there a calculation that I can do from the company table that i can find each of those?

[mr_vodka]

If that is the case, does that mean that the those people will always have the same roles?

What happens if you want to look up old info on a previous letter? If you change the roles for each person at a COMPANY level, then the roles must change every time a new letter might come along.

If the roles change at some point for the company members then it would be nice to have a historical record of each letter.

[Titan3]

Well in the essence of a company Trust yes they will stay as the same roles, and in this case of creating this document the letter will not change. However that is a good idea in some of my future prjects. But for this one its for more or less just a mail merge type of thing except with more then one name going to the document. However.. I will try the document/letter table to see if I can get that to work.

Thanks!

[mr_vodka]

Titan,

I am obviously not a lawyer so my level of knowledge in trusts are limited, however what happens if one of these people quit, die, etc. then there is no letters that are saved for historical purposes. Just my 2 cents.

However, if you want to go the other route, I believe that the names or rather the related partner IDs of the various roles should be saved at the company level. Then accessing these merge fields would be easy.

You can still use the portal to view all the partners.

[Titan3]

Mr_Vodka,

Thanks for your information.. I do understand where you are coming from and that makes a lot of sence and I do like that way. However I do still need to learn the other way for other projects so I would like to learn the other route first and then the Letter table way etc... I really do appreciate all the insite you have give me. Thank you so much. I will try to accomplish the other route first then I will post back. Thanks again!