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    Export to Word Processing
    • 09 Sep 2024
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    Export to Word Processing

    • Updated on 09 Sep 2024
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    Article summary

    Export to Word Processing

    This export creates an ASCII data file that you can use for mail merges. In addition to the name and contact information for the Profile, you can also export Profile-related notepads. Use the Notepads tab on the FIMS Report Selections window to select the desired notepads.

    When you run the report, the system gives you the option to include the Affiliation codes assigned to each Profile in the export file. These codes are added to the last column of the export file and are separated by commas.

    Example: Notepads Tab


    NOTE: You can create Contacts or add Affiliation codes to each unique Profile ID code included in this report, directly from the FIMS viewer. Refer to either Creating Contacts from Reports and/or Exports in the Introduction, or Adding Affiliations from Reports and/or Exports in the Profile Management module for more information.

    NOTE: You can access this export from anywhere in FIMS by selecting Reports > Profiles > Export to Word Processing.

    NOTE: Only Profiles that have the Allow Mail checkbox selected are included in the export.

    Exported Fields

    The following information is included in the data file in this export:

    Field

    Field

    Field

    Full Name

    Title

    Organization Name

    Address 1-2

    CityStZip

    Salutation

    City

    State

    Zip

    Active (yes / no)

    Address Type

    Cell Phone

    E-mail

    Fax

    Home Phone

    Nickname

    User Code 1-4

    Work Phone

    Work Ext.

    Spouse Name

    Report Name

    ID Code

    Alpha Sort Name

    County Code

    County Name

    Country

    Mail To ID Code

    Web Site

    Last Name

    First Name

    Prefix

    Middle Initial

    Suffix

    Spouse Last Name

    Spouse First Name

    Spouse Middle Initial

    Spouse Prefix

    Spouse Suffix

    Spouse Work Phone

    Spouse Cell Phone

    Spouse E-mail

    Spouse Nickname

    Affiliations

    Notepads

     

     

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