Use a merge field as a mailto hotlink that registers as a click-thru?

I would like to create an email campaign in OracleCRM Email MarketingOD where each recipient's sales rep's email address appears (merge field: ${Contact.Owner Email Address}) and is also a hotlink with mailto functionality (mailto:${Contact.Owner Email Address}) that when clicked, registers as a click through (tracked URL). Is that possible? I've tried everything that seems logical to me via HTML including generated by Dreamweaver but it doesn't seem to work in EMOD.

Hi,
For Crystal Design related queries, close this thread and start the thread in the [SAP Crystal Reports Design forums|http://forums.sdn.sap.com/forum.jspa?forumID=300&start=0]
- Bhushan

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I am trying to configure my SCXI-1540 card for excitation voltage and frequency using MAX - but it is not giving me that option when I click on the card and then properties, am I looking in the wrong place?

I am trying to configure my SCXI-1540 w/1315 card for excitation voltage and frequency using MAX - but it is not giving me that option when I click on the card and then properties, am I looking in the wrong place?
I have LabVIEW Express 7.0 Professional - SCXI-1000 Chassiss - along with SCXI-1112, and SCXI 1520/1314 - cable to the PCI-6052E is attached to the 1520 card.
MAX says it recognizes all the cards in the chassiss.

Jeremy, Thanks for the reply.
I tried to set up the system as DAQmx.
I had MAX auto-detect the set-up - and it recognized all the cards - but did not select the 1315 accessory on the 1540 card - I had to do that manually - but in the configuration section I would select the accessory and it would deselect itself. I had to get out of the set-up and then right click on the 1540 card and click on the "Accessories" tab and select the 1315 terminal block that way.
It didn't seem right that the system should behave that way, but I pressed onward.
I then tried to create a new DAQmx Task
When I create new DAQmx task and then click on Analog Input no "Position" Tab appears for me to select, all I get are:
Analog>>Voltage
Analog>>Temperature
Ana
log>>Strain
Analog>>Current
Analog>>Resistance
Analog>>Frequency
Analog>>Custom Voltage with Excitation
Do you think there might be something wrong with either my hardware or perhaps my configuration that is not allowing it to recognize the 1540/1315 in DAQmx?
I had included the system report of what programs I am using, etc. as attached file nireport.txt
After the DAQmx did not work I tried installing everything as Traditional DAQ and it did let me set-up the 1540 Card with Excitation Voltage and Frequency and gain - I then went in to the VI that I had built and tried to use the Express DAQ Assisant to read the channel that I am connected to on the 1315/1540 - when I try to use DAQ Assistant it gives me an error saying that "Device not available in NI-DAQmx. It is possible that the device is being use by traditional NI-DAQ"
Which I guess it is since both configurations are now set-up in MAX.
I would PREFER to use the DAQmx set-up, but I am confused as to WHY it won
't come up with
Analog input>>POSITION>>LVDT
When I try to create a new DAQmx task.
Thanks for the help so far! As you can probably tell I am new at this.
Ryan
Attachments:
nireport.txt ‏2 KB

Lost "Edit Options" button used when downloading an update (ex Adobe reader) that allows you to click allow in order to receive the update. Can someone tell me how to get it back? Please?

I t will tell you to look for a yellow bar at the top usually under the tool bar and it will ask you to "Edit Options" when you do, it will ask you if you allow the download/update or not.
My problem is, I am not getting this yellow bar anymore that gives me the "Edit Options" button so therefore, I do not think I am getting any updates!

You didn't lose that button. It is Adobe that is lost and haven't update their instructions for a long time :wink:
The instructions on the Adobe site are outdated and do no longer apply to current Firefox versions and you can ignore those instructions and save the Adobe installer to your desktop and start the installation with a double-click on that file. 
See [[How do I edit options to add Adobe to the list of allowed sites]]
See also [[Adobe Reader]] and [[Opening PDF files within Firefox]]

How do you get the custom fields added to a address book to show up on Pages 09 when merging fields?

I created some custom fields in the address book and want to get them merged into a Pages 09 document. When using the merge fields feature in Pages, only the standard fields are displayed. I am looking for a way to have the custom fields from the address book inserted into the document.

I believe you will find them if you go to table - unhide all columns. When you drag and drop card(s) into pages, it automatically shows default fields. The others are there but hidden. I hope this works for you!

EMOD - Parse error while using merge fields

Hello Everyone,
We are using EMOD for email campaigns. We have renamed "Contact" object to "Rep Contact". When I insert merge fields on Rep Contact object, I get parse error message...
Parse error in file at line 40: Could not find matching '}' for reference to variable at line 39
Has anyone else come across this? Are there any restrictions in EMOD for using merge fields?
Thanks.

Thanks VK. I checked the source code and it is still perplexing why this error is coming up. It works fine without merge fields. I am pasting the section of html code with merge fields...
<tr>
<td valign="top" width="25" bgcolor="#ffffff"> </td>
<td valign="top" bgcolor="#ffffff">Hello ${Rep Contact.First Name}
What if there’s another flash crash? What if we enter a double dip? These are just a few fears weighing heavily on investors’ minds in today’s environment of uncertainty. 1 

View or download: <a>3 ways to address risk-averse clients’ needs</a>.

</td>
</tr>

Extracting an image data merge field using only an indesign file and not document.dataMergeProperties.dataMergeFields

Hi,
I have kind of a weird requirement but I hope you guys can help out.
I need to extract all the custom fields used in an indesign file without referencing the dataMergeProperties of a document. Sorry if this is a weird request it is just what I've been told (our system needs to not crash when people upload a variety of in design documents to generate high resolution jpg preview documents).
I can already get all the text custom fields by looking for "<<" and ">>" in the text frames of a document but I'm having a really hard time finding the image custom fields.
I tried looking at the rectangles for a given page but that didn't seem to help (but maybe i'm missing some there). I also tried looking at the graphics and images collection of a document but this seemed to return only graphics that are hard coded on the in design document and not the custom image fields.
Any help would be appreciated!

Uggg....
Found the answer after I realized I was looking at the wrong SDK (5.0 instead of 6.0)
I'm using the doc.hyperlinkPageItemSources property to get these images. It also looks like you can get the image data merge fields from DataMergeImagePlaceholder (but rememeber I couldn't access this).

I have a form that has multiple fields but has 5 sections. I have used mail merge to insert information but I can't get Excel to recognize that I need different names and addresses for each section. Please help.

I have a form that has multiple fields but has 5 sections. I have used mail merge to insert information but I can't get Excel to recognize that I need different names and addresses for each section. Please help.

Thanks for your response. I do believe I have the information needed for each form on a separate line in Excel. There is a first name, middle name, last name, city, and zip column. And field is entered on a different line for all the information. I'm really stuck.

Adding a merge field to an email hyperlink in a word 2010 email mailmerge

I am using word 2010, excel 2010, and outlook 2010 to send out the following email with email mailmerge to 50 + people.
The highlighted names in the greeting are two merge fields - First_Name and Last_Name.
The hyperlink is an email hyperlink to the following email message:
Will you attend? ___ Yes ___ No
The hyperlink is as follows:
I would like to place the merge First_Name Last_Name in the hyperlink to sign the RSVP email back to me. I have tried many modifications of the hyperlink code and nothing works consistently. It will place one name as the signer but will not pick up
the following names the merge fields.
I would like the final email hyperlink to look like this:
Will you attend? ___ Yes ___ No
Jody Smith
Can anyone tell me how to add the First_Name Last_Name to the hyperlink email so that each ricipient's name from the original email will appear in the hyperlink email as shown
above?
Thanks!
Ben

Hi All,
To help other community members who may have similar problem, I quote Peter Jamieson's answer here:
(Edited a little...)
I can get this to work here, but there are some things you need to pay attention to when merging to HTML email (rather than to new documents etc.).
The Hyperlink field code I start with is as follows:
{ HYPERLINK }
Insert that using ctrl-F9 to insert the special field brace pair { }, insert the Word HYPERLINK, then select the field and update it using F9.
View the field code results (press Alt-F9 if necessary). In the English language version of Word you should see
Error! Hyperlink reference not valid.
Important point number 1:
Do not update the result of this HYPERLINK field again (i.e. don't select it and press F9). If you do, every email will always show the same link text. As
far as I can remember, this behaviour is different when you merge to a document rather than email, or perhaps merge to attachments. This can be a problem if you need to update other fields in your email, or if the email is being used by other people who might
(for whatever reason) update the HYPERLINK field
Now modify the display text.
Use the Arrow keys to move the insertion point so it is between the "E" and the "r" in the Word "Error", and type
Click here to RSVP!
Then you can select and delete the "E", and the "rror! Hyperlink reference not valid."
Select the text and apply the Hyperlink style to it (Home tab of the Ribbon->Styles).
When you toggle field code display using alt-F9, you should see the original field
{ HYPERLINK }
Now click after the K of HYPERLINK and insert the following fields and text (or copy them from somewhere else):
"{ SET x 1 }mailto:*** Email address is removed for privacy ***?subject=July%20Wine%20and%20Spine%20&body=%20Will%20you%20attend?%20%20%20___%20Yes%20%20%20___%20No%0A%20%0a%2{
MERGEFIELD First_Name%20{MERGEFIELD Last_Name }"
so that your field now looks like
{ HYPERLINK "{ SET x 1 }mailto:*** Email address is removed for privacy ***?subject=July%20Wine%20and%20Spine%20&body=%20Will%20you%20attend?%20%20%20___%20Yes%20%20%20___%20No%0A%20%0a%2{
MERGEFIELD First_Name%20{MERGEFIELD Last_Name }" }
As usual, all the {} need to be the special field code brace pairs that you can enter using ctrl-F9 on WIndows Word.
At this point, experienced field users will have to resist the temptation to select the fields and update them. Dont do it!
Save the document.
Test the email merge. At this point, I would hope to see the results you want.
If not, I do not know why this works OK on my system but not yours.
Important point number 2 You may be wondering why
there is a { SET x 1 } field inside the HYPERLINK code. It's because when you are working with a .docx, if you save, close and reopen your document, you may find that Word has resolved all the merge fields nested inside your HYPERLINK field (i.e. replaced
the field codes by their results). This behaviour can appear arbitrary, and the reason that (for some reason), Word does not resolve the nested fields if there is a Word bookmark inside the HYPERLINK field. Now if the insertion point or selection ws inside
the HYPERLINK field when you save/close the document, there will be a bookmark in there, because Word inserts a bookmark called _GoBack, which enables the user to go back to the previous selection. But if you click outside the HYPERLINK field before you save,
there wil be no such bookmark and Word will resolve your field codes. So we put the { SET x 1 } in there to ensure that there is a bookmark (in this case, called X) to prevent that from happening.
Alternatively, if you save as .doc format (not recommended these days if you can avoid it) Word does not resolve these fields and you don't need the { SET } field.
And that's it. Whether that will be enough for your Merge to work as you hope, I cannot be sure, but all I can say is that without doing those 2 things, it almost certainly
won't.
[[I originally had a third thing. I actually now think it's incorrect, but I'm going to leave it here just in case.
Important point number 3: If it does not work, there is
at least one other thing that could be wrong, although I think it is highly unlikely. There is a Windows registry setting called FieldCalcSecurityLevel, which was introduced about 12 years ago when Microsoft made some security-related changes to the behaviour
of certain types of field. I'm not going to step through how to look for that, but for example, in my registry, for Word 2010, it is at
HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Word\Options
It may be elsewhere.
If you cannot find that Option, or it is there and is set to the default value (1), then something else is wrong and I do not know what it is. However, if it is set to 0 (which
makes Word use its original behaviour, you will have to set it to 1 to get this to work.
Thanks for your understanding.
Steve Fan
TechNet Community Support

Merge Fields in Word Templates are still showing after replaceing procedure

Hi all,
we are using CRM 7.0 and we are using the BAdI CRM_OFFICE_TEMPLATE_BADI to replace the Merge Fields which are placed in Word Template!
Normaly it works very fine, but in some cases if there is no value to fill into the merge field, the merge field is shown like it is created in the template.
In most of the other cases the not replaced merge field is not shown in the created document.
Does anybody has got the same issue? If yes, how do you solve it?
Every answer is very welcome!
Best regards
Michael

Hi Michael / Carsten,
I have some problems in implementing CRM_OFFICE_TEMPLATE_BADI. I have redefine method for get_attributes :
method IF_EX_CRM_OFFICE_TEMP_BADI~GET_ATTRIBUTES.
DATA: ls_attr TYPE CRM_KW_TEMP_ATTR,
        lt_attr TYPE CRM_KW_TEMP_ATTR_TAB.
* IF iv_wsname = 'ZTESTQUO001'.
    ls_attr-NAME = 'CustomAddr'.
    ls_attr-DESCRIPTION = 'Custom Address'.
    INSERT ls_attr INTO TABLE lt_attr.
    ct_attributes = lt_attr.
* ENDIF.
endmethod.
and redefined method get_values also:
DATA: ls_val TYPE CRM_KW_TEMP_VALUE,
        lt_val TYPE CRM_KW_TEMP_VALUE_TAB.
* IF iv_wsname = 'ZTESTQUO001'.
    ls_val-NAME = 'CustomAddr'.
    ls_val-VALUE = 'Sudirman Street 20' .
    INSERT ls_val INTO TABLE lt_val.
    ct_values = lt_val .
* ENDIF.
The field has shown when I click "Call BADI" on Document templates, but I couldn't click CustomAddr field (no hyperlink in it). could you explain to me what steps are wrong ? How to make this field shown in the schema structure in Microsoft Word 2007 ?
Your help is greatly appreciated.
Thank you.
Agus

How do I automate a large catalog with several unique sections using Data Merge and Microsoft Excel?

My boss would like me to use data merge to create a catalog with 300+ pages and unique data fields on almost every page. It is an informational catalog that would contain pictures and several unique fitment and specification fields for each product that we sell and manufacture on each page. For years the catalog was made and modified manually in quark express. Is it possible to use data merge to recreate such a complex document? Does anyone have any useful reccomendations or links for tackling this project? I really appreciate any advice or help.
Thank You,
Kevin
Message was edited by: kpalombi

Online video
http://tv.adobe.com/watch/instant-indesign/automating-a-catalog-with-data-merge/
Software
http://www.65bit.com/home/home.shtm
Data Merge Tips
http://www.theindesigner.com/blog/episode-43-data-merge-video

Issue with Duplicate Merge Fields in PDFs

I have been utilizing merge fields from our Salesforce instance into our Forms and Contracts for a couple of years now and have never come across this issue. Since we utilize Salesforce, we will have certain merge fields duplicated on multiple pages. For instance, the Record Owner's Name and Firm from their User records will be on different pages, but will be coming from the same source and need to show the same information. Everything seems to be fine once the documents have been merged, it is printing that is causing the issue.
If I place "Master.Owner_Name" into the PDFs on multiple pages, it will change the name to "Master.Owner_Name#1" and "Master.Owner_Name#0". So now when our users are printing the documentation, the fields are printing out vertically.
Has anyone seen this issue before and how were you able to resolve?
Thank you for any assistance you can provide!

PDF forms are not Salesforce forms and do not work in the same way.
Within a PDF form any field with same type of field and same name will share the same value.
All fields should be uniquely named.
LiveCycle form behave differently and do support same field names with different values unless a field is configured as a global field.
The usual way to have multiple copies of a from within a single PDF is to use a template to make the multiple copies and uniquely name the fields on the copy of the form.

How can I utilize text variable in my book which only uses data merge on the first chapter?

Hey ladies and gents, I'm trying to automate a process here and running into trouble. I have the first chapter of a book with several data merge fields (legal documents etc), and want the later chapters to pick up from what I have already merged via text variables or SOMETHING. From what I've tried, the options available to me are limited and buggy.
Using the running header with character styles almost worked, but it removes all visual tracking in text around it (I assume this is a bug) and it only works for the first/last instance of the style. I need something that will fill in all instances.
Here is an example of what I'm doing. In the ch1 document of my book I data merge the Name, Age and Occupation of a person. In chapter two I want to have a variable that takes the name that was merged in ch1. Any ideas? Doesn't seem possible!

I need some solution that references live text, specifically different fields that have been data merged. This solution needs to work between documents, so your cross-reference suggestion was in the right direction. If I data merge 'Plan Name' from a CSV file into my first document and mark it with something (character style, paragraph style, text anchor etc), I want to have places in my other documents that pull that exact text from the first.
If document 1 says 'the plan is XXXX', document 2 will copy that name, i.e. 'According to plan XXXX'. Whatever solution this is it's what I'm looking for.

Merge field won't display if number is 0.00

When the value 0.00 is brought into the word document via merge field, nothing displays. If the value is greater than 0.00, it displays that value. Is there way to display the 0.00?

To control number & currency formatting in Word, add a numeric picture switch to the mergefield. To
do this:
• select the field (e.g. «MyData»);
• press Shift-F9 to reveal the field coding. It should look something like {MERGEFIELD MyData};
• edit the field so that you get {MERGEFIELD MyData \# $,0.00} (or whatever other numeric format you prefer - see below);
• position the cursor anywhere in this field and press F9 to update it;
• run your mailmerge.
Note1: The '\# $,0.00' in the field is referred to as a numeric picture switch. Other possibilities include:
• \# 0 for rounded whole numbers
• \# ,0 for rounded whole numbers with a thousands separator
• \# ,0.00 for numbers accurate to two decimal places, with a thousands
separator
• \# $,0 for rounded whole dollars with a thousands separator
• \# "$,0.00;($,0.00);'-'" for currency, with brackets around negative numbers and a hyphen for 0 values.
The precision of the displayed value is controlled by the '0.00'. You can use anything from '0' to '0.000000000000000'.
If you use a final ';' in the formatting switch with nothing following, (eg \# "$,0.00;($,0.00);") zero values will be suppressed. Note that this suppresses 0s resulting from empty fields and from fields containing 0s.
If the above doesn't resolve your issue, it may be that the expected zeros are actually empty fields. In that case, you should be able to get the desired output by embedding the MERGEFIELD in a formula field, thus:
• select the field (e.g. «MyData»);
• press Ctrl-F9 to embed the field in another field, thus { «MyData» };
• edit the field code so you get {=«MyData» \# $,0.00} (or whatever other numeric format you prefer);
• position the cursor anywhere in this field and press F9 to update it;
• run your mailmerge.
Cheers
Paul Edstein
[MS MVP - Word]

Mail merge fields not displaying properly - Dollar signs and percentages

Hi folks,
I don't know much about mail merging, so I have a question. I have most things working on my merge, but need help with a couple of minor items (I hope). I have an Excel 2010 spreadsheet that we use for merging to a Word 2010 document.
It has various fields such as name, address, city, etc. It also has a field for a dollar amount formatted to two decimal places and showing the $ sign in Excel (ex. $67,000.00), but when it gets merged into the Word document, it displays as 67000.
It doesn't pull the $ nor the decimal point and cents.
I also have the same thing with a percentage (Ex. 6.00%), displays in the Word document as .006.
I think I have everything else working, but can't figure out how to format these items in the Word document to display properly. Any advice?
Mike

If you insert the fields
{ MERGEFIELD Total_NB_Premium_away_from_Plan }
and
{ MERGEFIELD Total_Premium_of_Team_Sales_Target }
directly in your mail merge main document, outside an IF field, not nested in an { = } field, with no formatting switches, what results do you see?
Word will only apply a numeric format to things that it decides are numeric (broadly speaking, that includes numeric and currency amounts that it can recognise). It will leave anything else unformatted. So if you have something that looks a bit like a number
like "$-164,209.00", the chances are that Word will leave it exactly as it is.
When Word does not recognise something as being a number or a valid numeric expression, it will generally display one error or another when you try to put it in an { = } field. So, e.g.
{ =$-164,209.00 } would give you the syntax error that you are seeing. (Assuming "$" is set up as the currency symbol in your COntrol Panel's regional options. If the regional currency symbol was £, you would see a different syntax error.)
The problem in this case probably originates in something that has happened in Excel. Normally, things that are numeric/currency in Excel come through as things that Word treats as numeric. But if for example, someone has entered a number formatted as text
in a column that has texts rather than numbers above it, Word may receive something that it does not think is numeric. You may have to fix your sheet before Word will "see" the numbers correctly.
When you have got to the point where WOrd sees the numbers correctly, you should be able to use
{ MERGEFIELD
Total_NB_Premium_away_from_Plan} \#$,0.00 }
(and the negative numbering formats if you want) without nesting the { MERGEFIELD } inside an { = }
Peter Jamieson

Printing problem using Dot Net - fields are drifting off specified co-ords

Hello
I am writing a crystal report that requires exact positioning of data to fit preprinted stationery.
I have achieved this satisfactorily in design mode (CR XI) and the report prints according to requirements from design mode.
I have loaded the report into our Dot Net app and printed the same report from there and the x,y cordinates of the output is slipping more and more both across and down the page.
e.g the differences vary on the x co-ord from 5mm to 13mm working left to right and 1mm to 10 mm vertically from top to bottom.
This error is evident in both preview and printing via Dot Net but is perfect in design mode.
I am using CR12 merge modules from the dot Net app.
I have tried locking fields and size and unlocking them - it makes no difference.
I hope there is a simple solution for this as I have been tearing my hair our trying to solve this problem.
Thanks in anticipation.
Richard

Using Crystal 2008, I can explain the fundemental problem that I have with the drifting of the output, even from design mode.
1) Create a brand new report.
2) In page setup, zeroise all margins.
3) On the design tab place a text box on the report with contents "XXXX" in it.
4) Format Field options - add top and left margin line
5) Duplicate the field
6) First field - right click and choose "size and position" and set to X : 15 (cm) Y : 25 (cm)
7) Second field - right click and choose "size and position" and set to X : 2 (cm) Y : 2 (cm)
8) Print the report
The boxes on the report actually print at :-
Box 1 : X 2.35 (cm), Y : 2.5 (cm)
Box 2 : X 14.7 (cm), Y : 24.4 (cm)
Now, this problem only seems to have started happening since moving up to 2008 merge modules for our Dot Net app, but this issue appears to originate in design mode too, although I have not written any of our reports in CR 12 as yet.
I really need some help with this as this could cause issues in 500 reports already written in CR XI.
I hope someone has a very simple solution for me
Regards
Richard

Use a merge field as a mailto hotlink that registers as a click-thru?

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