Josh Sherman
posted this on Jan 24 08:13 pm
A token is a code that puts in information from a field in the Youth Assistant. (For example: @IND:System:FirstNLast@ which puts in the First and Last name.) So when you are creating a Report, Letter, Post Card, Email, Text Message, Labels, or Envelopes you can add tokens to the report by clicking a button that says "Add Token" or "Modify Token List". Both buttons do the same things.
That pulls up a window like this:

1. In the top left hand corner type in the "Find" box what you would like to merge into the report, email, etc.
2. In the left hand column select if this token is for an individual, household, etc. For example, If I type in "First Name" in the "Find" box, I will want to click on "Individual Name" in the left hand column.
3. The middle column is for selecting the format of the token. Do you want the last name then the first name, the address on one line or two, etc.
4. Once you have selected the format of the token, use the orange arrow button to move it over to the right hand column which will add it to the report, email, etc.
5. When completed click the "OK" button.