Updating or creating new merge tags

Updating or creating new merge tags

Placeholder values come from the member and society records you already keep.

1. View All

On the home dashboard open Latest Members and click View All.

View All

2. Name

Click the member Name to open that record.

Ned Holbrook

3. Update

Click Update when you need to edit merge-tag source fields.

Update

4. Member details shows

After you save, Membership Details shows the fields merge tags read.

Prefix