Here are some examples of Conditional Merge Fields in action.
{={FN} …..}
If the FieldName contains data, insert the following
Dear {First Name}{={Sp First Name} and {Sp First Name}} {Last Name}
Would print:
Dear David and Mary Williams, if Mary’s name was in the Spouse field on the Inquiry Entry Form.
or
Dear David Williams, if Mary’s name was not on the Inquiry Entry Form.
Dear Mr {={Sp Full Name}and Mrs }{Last Name}
Would print:
Dear Mr. and Mrs. Williams, if Mary’s name was in the Spouse field on the Inquiry Entry Form
or
Dear Mr. Williams if Mary’s name was not on the Inquiry Entry Form
{={Reference}Reference: {Reference}}
{={DOB}Date of Birth: {DOB}}
{={SSN}Social Security Number: {SSN}}
In the above example, the conditional merge field elements are bold only to highlight the command’s syntax.
{={XPR}Experian }{={EQ}Equifax }{={TU}TransUnion}
{={XPR}1212 South Street }{={EQ}21801 North Street }{={TU}1814 East Street}
{={XPR}Anywhere, USA }{={EQ}Anywhere, USA }{={TU}Anywhere, USA}
Our sample letter contains the conditional merge fields shown above. In a Multi-Bureau version, Inquiries can be sent to one, two, or all three bureaus. The XPR, EQ, and TU checkboxes on the Inquiry Entry Form would determine which of the addresses are shown above would print in your letter. These three merge fields are calculated fields and do not appear in any list of available merge fields.
If you are running a single bureau version, only your bureau’s address will print in your letter. The other two bureaus would not print since their field names do not contain data.
{X{FN} …..}
If the Field name does not contain data, insert the following
{={Sp Full Name} We would like to thank both of you for the opportunity to extend your joint credit. }{x{Sp Full Name} Thank you for the opportunity to extend your credit. }
If the above example was inserted into the body of a paragraph, only one of the sentences would appear, depending on whether or not a spouse’s name was in the inquiry.
{CAPS{FN}}
Capitalize the Field name
Easy Access uses Initial Capitalization on its merge fields by default. Use the CAPS command if you need to have any merged field appear entirely in uppercase.