Easily Insert Amount Field into the Email Contract

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How to Insert Amount Field into the Email Contract

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hi all in this video tutorial i want to share with you a mail merge function that is done on word document and also in the email template built on salesforce and then sent to a mailing list in the contact object of upsona the mail merge fields in the document as well as in the email are dynamically filled by the tool here in upsona and sent to the list and attached to the contact record so the softwares we use to do this is subsona word talk pdf salesforce email template the use case is that how to send a proposal or contract to a list of candidates using mail merge fields on the word document and the email dynamically filled so lets look at the contact contract or proposal that we created in the word document and here we see the mail merge fields are filled in which we can do by going to the quick parts going to field and mail merge field function here and filling the merge fields in the word document from here once this word document is ready we go to the email template in salesforc

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How do I keep number format in a mail merge?

Open the merge template document in Word and press Alt+F9 (for a PC) or Option+F9 (for a Mac) to reveal the merge field codes. Locate the number field for which youd like to change the format. After the current merge field text, enter \# followed by the desired display format in quotation marks.

How do I insert a decimal into a mail merge?

5:09 10:45 Format Mail Merge Numbers with Decimals and Commas - YouTube YouTube Start of suggested clip End of suggested clip And then I want two decimals. So Ill put point. And then 0 0. Take note that this is more of aMoreAnd then I want two decimals. So Ill put point. And then 0 0. Take note that this is more of a placeholder.

How do I format a field as currency in Word?

On the Home tab, click the Dialog Box Launcher next to Number. Tip: You can also press Ctrl+1 to open the Format Cells dialog box. In the Format Cells dialog box, in the Category list, click Currency or Accounting. In the Symbol box, click the currency symbol that you want.

How do I add a comma to a currency in Mail Merge?

0:08 1:03 How to Include Comma Separator for Thousands in Mail Merge in YouTube Start of suggested clip End of suggested clip Field what I would do is Id right click on it. And go to toggle field codes. So youll see withinMoreField what I would do is Id right click on it. And go to toggle field codes. So youll see within this brace bracket youve got merge fields. And then the name of the field that youre merging.

How do I change the number format in a Mail Merge field?

Open the merge template document in Word and press Alt+F9 (for a PC) or Option+F9 (for a Mac) to reveal the merge field codes. Locate the number field for which youd like to change the format. After the current merge field text, enter \# followed by the desired display format in quotation marks.

How do I add a calculated field in a mail merge?

To add a formula, start by typing the equal sign. Go to the MAILINGS tab and insert the Mileage merge field. You could also press Ctrl +F9, and type it manually. After the merge field, type +6000, and finally, add the switch to format the number with a comma.

How do I format a mail merge field as a dollar amount?

To format a numeric merge field, use the \# switches. For example, to display a currency field as $125.23, the merge field should be defined as {MERGEFIELD myObject. myField \# $#,##0.00} .

How do I fix currency format in Mail Merge?

Edit the field by simply inserting a numeric switch code to the end of the field. For instance, to show a currency format for this example, change the field to show as { MERGEFIELD Amount \# $,0.00 } (see other examples below). Press [Alt] + F9 again.

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Insert Amount Field into the Email Contract