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
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.
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.
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.
