Sometimes an issue will occur where mail merge documents fail to produce certain fields. In this example, we will consider how to solve this for primary/secondary contacts within the client management module (sContNameFull and sSecContNameFull). This is in essence to do with the way that primary/secondary contacts are created, and requires a simple workaround fix.
To solve this quickly, simply change around the primary and secondary contacts (i.e. secondary to primary, and then back again to reflect its original position). Then test to see if this has worked in respective mail merge document. If this issue still persists, check the mail merge field itself to ensure that is correct and full.
Detailed steps:
- Open up the client management module and search to the appropriate job number that this is occurring for.
- Click on the contacts folder and select the secondary contact.
- Change the secondary contact to a primary contact as shown above.
- Then, swap back the secondary and primary to reflect how the clients were originally (an inverse of previous steps)
- To test, run a mail merge document that includes a sSecContactFull merge, this fix should generate the secondary contact name correctly.
If you follow the above steps and still cannot merge the appropriate field. Please contact us.