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Adding Merge Fields to a Reminder

Merge fields can be used to insert variables into any type of reminder. This is a big time saver as it acts as a place-holder which can be inserted and at the point of generating a reminder it will be substituted for the varying data, for example, a borrowers Forename and Surname. 

You can add merge fields to a reminder by first opening the editing interface.

On the 'Reminder' tab of the editing interface insert the cursor where the desired field is to be inserted.

With the cursor in the correct position, click 'Insert Merge Field'.

Select the required field by clicking it once to add into the reminder.

Notice that where the cursor was flashing there is now a placeholder for the selected field.

After the changes have been made as required, click 'OK' to save.

The same steps can be repeated for as many fields as necessary and be different on every reminder. Click 'Preview' at the bottom of the box to show a preview of the reminder at any point.