Find

Toolbar Button:

Keyboard Command: Ctrl+F

Search for text in your document. This opens a popup window to ask what you want to search for.

Note: Ctrl+F opens the browser's Find window. To use the HTML Editor's Find window, you must click the toolbar button.

Replace

Toolbar Button:

Replace text in your document. This opens a popup window to ask what you want to search for, and what you want to replace it with.

Select All

Toolbar Button:

Keyboard Command: Ctrl+A

Selects your entire document.

Merge Fields

Toolbar Button:

Merge fields allow you to personalize your message with information from your Databank. For example, the most commonly used merge field is the member's first name. Position the cursor at the point where you want the member's first name to display, then select First name from the drop-down list of Merge Fields. [fname] is inserted into your text. If you have text selected, [fname] will replace the selected text. The email sending program recognizes this as an instruction to look up the member's first name for each email sent, and replace it into the document. Besides first name, there are more than 2 dozen merge fields available in the drop-down.

The merge drop-down is convenient because it lets you add merge fields without having to remember their field names. However, if you know the field name you can type it in directly. E.g., you can type in [fname] wherever you want the member's first name to be merged in.

Merging in Custom Data Fields
Although they are not available from the drop-down, your custom fields can be manually merged into your document. You must know the field names rather than your custom names in order to use them. The field names are [user1], [user2], [user3], [user3], [user4], [user5], [date1], [date2], [amt1], [amt2], [flag1], [flag2], [flag3], [flag4], and [flag5].

For example, suppose your organization uses the [date1] custom field to hold the member's renewal dates. If you want to display the member's renewal date in your email, you would not type in [renewaldate] or something like that. Instead, you'd type in [date1]. Note that date fields are formatted as mm/dd/yyyy. Amount fields are rounded to 2 decimal places (even if you're only storing whole numbers).

Only custom fields from the member record can be merged in. Fields from your custom tables can not be merged in.

Maximize

Toolbar Button:

Use this tool to maximize the editor window size. Click again to return to normal size.

Note: You can also resize the HTML Editor by dragging the "grabber" in the bottom right corner.

Show Blocks

Toolbar Button:

Use this tool to display dotted lines around content blocks in your document. This helps you to see the structure of your document, and is particularly useful to see when you are using the Format tool.

Content blocks are only a visual aid for the HTML Editor - they are not part of your document. They're never saved, even if they're displayed when you save your document.

HTML

Toolbar Button:

Use this tool to view the raw HTML code for your document. Do not make changes in this view unless you have a good working knowledge of writing HTML, or Databank support staff are helping you. Click again to exit HTML mode and return to document mode.