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Using IQA results set with Letters

Posted March 2nd, 2010 by Jenny Taylor

I would like to use the results set from an IQA to merge to a Word template in the Letters system and therefore create activities on each record.  Is this possible within iMIS or would I have to use Task Centre?

Thanks for any assistance.

Jenny

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You can create bulk of

On March 2nd, 2010 Balaji says:

You can create bulk of activities with in IMIS by using Import activities module from ASI this allows you to input CSV file and it creates activities for each contact ( assumption: IQA resultsets are exported as CSV file)

Also you can do mail merge by selecting your letter template datasource as IQA CSV output file. This process just creates merge documents, there is no mechanism to attach these letters to created activities from previous step .

I don't know whether task center can do all these steps at one go.

Balaji

 

 

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Generate Reports / Letter System

On March 8th, 2010 Jenny Taylor says:

I had hoped there would be a way within Generate Reports and Letter System that would select the records using the IQA and therefore create the activities like it does if you use an ad hoc search.

I'll try the import activities to see if that can get us by.

Thanks

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