The system uses a proprietary database merging system, which provides a consistent interface for merging data elements into a selected loan file or a process of tagged contacts or loan records.

Merging is permitted into Program Objects, emails, faxes or letters.

Merge Tokens

A Mail Merge Token is simply a unique grouping of characters that represent something. These groupings of characters MUST be unique so that the merging functions don't get confused and create errors. A token can be of any configuration that you would like, and a token can represent any valid clarion data field, expression, or string.

The template default uses 2 left parentheses followed by 2 dashes like so: ((--  but you can use anything that you want to signify your tokens. Some examples:

  ((--CUS:Customer--))could represent the customer field in the customer file.

    ((--Today--)) could represent format( Today(), @d4 )

    ((--MySignature--)) could represent:

'Sincerely,

Jeff Jones

Mail Merge Template Testing, Inc.'

    ((--CityStateZIP--)) could represent Clip( CUS:City ) & ', ' & CUS:State & '  ' & CUS:ZIP

Mail Merge Tokens are stored in a Topspeed (.TPS) file with the extension (.MRG)