Letter Merge: Step 1 Tab

Make the following menu selections to display two tabs to use for the letter merge function.:

eSite—Processing—Letters

Use this tab to define the criteria for printing letters. You can print both standard and user-defined letters directly from eSite without having to run the process associated with the specified letter. For instance, you can print a Move-In letter without having to move the resident in.

ClosedFields

NoteNote

An asterisk (*) indicates a required field.

Letter Type

Select the type of letter to print from the drop-down list. Only types previously defined display. For example, Applications.

Document

Select the document file associated with the letter type from the drop-down list. For example, Application.doc.

NoteNote

The Document list shows only the letters that are available to be printed for the selected property or properties, based on letter restrictions set up on the Form Letters Tab. When multiple properties are selected, only letters that are allowed for all of the selected properties are available to be printed.

From Date

Printing letters calls for a date range. Enter the first day of the range (mm/dd/yyyy). Or use the Calendar Button to display a date.

Thru Date *

Printing letters calls for a date range to print from. Enter the last day of the date range (mm/dd/yyyy). Or use the Calendar Button to select a date.

From Building

Type the first building number of the building range for which you want to print letters. Or, click Select Unit Tab to select the building number.

To Building

Type the last building number of the building range for which you want to print letters. Or, click Select Unit Tab to select the building number.

From Unit

Type the first apartment number of the apartment range for which you want to print letters. Or, click Select Unit Tab to select the apartment number.

To Unit

Type the last apartment number of the apartment range for which you want to print letters. Or, click Select Unit Tab to select the apartment number.

Include Current Residents

Use the drop-down to determine if and when current status residents should be included when letters are processed.

Always—always include Current resident regardless of their balance due.

Sometimes—only include Current residents if they have a balance due.

Never—(default) never include Current residents regardless of their balance due.

Include Applicants

Use the drop-down to select if and when Applicants should be included when letters are processed.

Always—(default) always include Applicants regardless of their balance due.

Sometimes—only include Applicants if they have a balance due.

Never—never include Applicants regardless of their balance due.

Include Previous Residents

Use the drop-down to select if and when Previous status residents should be included when letters are processed.

Always—always include Previous residents regardless of their balance due.

Sometimes—(default) only include Previous residents if they have a balance due.

Never—(default) never include Previous residents regardless of their balance due.

Include Wait List Applicants

Use the drop-down to select if and when Wait List Applicants should be included when letters are processed.

Always—(default) always include Wait List applicants regardless of their balance due.

Sometimes—only include Wait List applicants if they have a balance due.

Never—(default) never include Wait List applicants regardless of their balance due.

Balance Over

Print letters for residents and/or applicants whose balance due is over this amount. Enter an amount (format 0000.00).

Include Cancelled Applicants

Use the drop-down to select if and when Canceled Applicants should be included when letters are processed.  

Always—(default) always include Cancelled applicants regardless of their balance due.

Sometimes—only include Cancelled applicants if they have a balance due.

Never—never include Cancelled applicants regardless of their balance due.

Suppress Email

Select this check box if you want the letter file to be emailed to a designated email recipient.

From Email Address

This field is available only when the Suppress Email check box is selected. Type the email address of the recipient whom should receive the file.

Email Subject

This field is available only when the Suppress Email check box is selected. Type an email subject line.

Email Body

This field is available only when the Suppress Email check box is selected. Type the content of your email message within the open text box.

See Also

Letter Merge: Step 1 Tab

Letter Merge: Step 2 Tab

To Print Letters

Effect of Global Policies

Letter Details

Client-Side vs. Server-Side

Using Macros in Letters

Special Lease Letter Tags

Letters Setup Overview

Setup Questions Letter Function Details

Setup Sequence

 

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