Setting Merge Field Format

Use the Format Infor CRM Field window to set the format type and format string for an Infor CRM merge field.

Note: The default Field Format for most text fields is None. However, if the field contains numeric information, a phone number, currency, a true/false value, or other data, change the Field Format to match the type of information. Look at the options in the Field Format list to select a match for the type of data you are using.

For example:

  • Select Date as a format type, then you can specify the format string as mm/dd/yyyy.
  • The User format type formats a USERID as “LastName, FirstName” by default, and when you use the FormatString “FL” it is formats the USERID as “FirstName LastName”.

To set the merge field format:

  1. In the Format Infor CRM Field window, select a type from the Format Type list.
  2. In the Format String field, specify the string needed for the format type.
  3. Click OK.
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