Merge Codes for CCR Letters

TOPS [ONE] Version 4.2.3.6, Last Updated 09/26/2018

 

Description

The TOPS [ONE] Merge Code Manager contains codes that can only be used when sending a CCR Letter. This article will explain the different merge codes and how they’re used.

You can download and access the Merge Code Manager through Word by opening a Word document and selecting the Store Icon image001.jpg

Search in the search bar for TOPS ONE and you should see the add in. Click the ADD option

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Accessing the CCR Merge Codes

1. From the Merge Code Manager add in sidebar, choose the Template Type, CCR Letter.

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2. Choose the Category of CCR Codes.

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3. Click on any CCR Code to insert it into your document at the current cursor location.

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CCR Merge Codes

  • CCR Action Fee Amount – This merge code will insert the amount from the action step that is being processed when the letter is generated. This will let the owner know the amount that will be added to their account.image006.jpg
  • CCR Article Cited – This will insert the CCR Article from the CCR Record for which the letter is generated.image007.jpg
  • CCR Code – This will insert the Code Name of the code associated with the CCR Record for which the letter is generated.image008.jpg
  • CCR Creation Date – This will insert the Created date for the CCR Record for which the letter is generated.image009.jpg
  • CCR Current Action Description – This will insert the name of the current action (action being taken) for the CCR Record for which the letter is generated.image010.jpg
  • CCR Detailed Description - This will insert the CCR Detail Description from the CCR Record for which the letter is generated.image011.jpg
  • CCR Due Date – This will insert the Due Date on the CCR Record for which the letter is being generated.image012.png
  • CCR Last Inspection Date – This will insert the date that the action was taken that produced this CCR letter.image013.jpg
  • CCR Owner Resolution Action – This will insert the Action to Resolve from the CCR Record for which the letter is being generated.image014.jpg
  • CCR Records Image – Inserts the image from the record. The image is sized to half the page width, inside the page margins.image015.jpg

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  • CCR Records Image Large – Inserts the image from the record. The image is sized to the full page width, inside the page margins.image017.jpg
  • CCR Summary Description - This will insert the CCR Summary from the CCR Record for which the letter is generated.image018.jpg

 

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