Sometimes a client will require information to be delivered in a divided format, such as a phone number. When this occurs, you will need to build sub-strings into your field mapping.

Steps:

  • Got to the Clients tab and open the client you would like to adjust
  • Once the client is open, go to that clients Delivery Method
  • Choose the delivery method you want to adjust and click Modify
  • Once in the Delivery Method Detail menu, go to the Field Mapping tab
  • Click the Add Mapping button to create the first field
Field mapping menu

In order to add the sub-string of a field, you will need to divide the field into sections and create an individual field for each division. For instance, a phone number will be divided into Area Code – Prefix – Suffix from the single field of Phone.

  • Add the Field Name, and select ‘Sub-String’ from the dropdown menu under Field Type
  • In the ‘Expression’ box, add the first field that you are dividing
In order to add the sub-string of a field, you will need to divide the field into sections and create an individual field for each division. For instance, a phone number will be divided into Area Code – Prefix – Suffix from the single field of Phone.

The correct formatting to sub-string a field starts with the original field in brackets, then add the starting placement of the value (NOTE: the scale starts with a ‘0’), followed by the number of values that it needs to include. For example, a phone number would be divided like this: 012-345-6789, meaning the number would be formatted like this: [Phone],0,3 [Phone],3,3 [Phone],6,4. Please also note that the commas must be placed where they appear in the formatting as well.

Field map menu for phone number
  • Once the divided field is entered, click OK
  • Click Add Mapping to add the next sub-string of the divided field and repeat the previous four steps to fill out the Field Map menu.
Click Add Mapping to add the next sub-string of the divided field and repeat the previous four steps to fill out the Field Map menu.
Click Add Mapping to add the next sub-string of the divided field and repeat the previous four steps to fill out the Field Map menu.
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