Hi Mike,
How do we get the adjuster's name to print out on the form letter if it's in the INJURY section but not in the PARTY section. You had previously suggested not to include the adjuster's names in the rolodex as they don't normally stay with the same carrier for long & it tends to clutter the rolodex. Instead you suggested entering the name in the INJURY section, which we do, however, I can't get it to print out
How to get adjuster's name on form
-
Michael Appell
Re: How to get adjuster's name on form
There are several ways. One would be to simply use an INPUT or INPUT4 command and ask the user. However, if you want to grab it directly from the application, you may use this command:
>
It will grab it from the application they clicked one time on before they entered the form letter window if there are several applications.
Mike
>
It will grab it from the application they clicked one time on before they entered the form letter window if there are several applications.
Mike
-
Leslie
Re: How to get adjuster's name on form
Hi Mike,
Can I also incorporate it into the salutation? The following is how I've headed the letter, however the salutation doesn't recognize the adjuster's name, therefore, it come up Gentlepersons.
>
>>
>
>
Leslie
Can I also incorporate it into the salutation? The following is how I've headed the letter, however the salutation doesn't recognize the adjuster's name, therefore, it come up Gentlepersons.
>
>>
>
>
Leslie
-
Michael Appell
Re: How to get adjuster's name on form
Hi Leslie,
what you have:
>
>>
won't work because you have to choose one or the other. In other words, if you decide not to enter all of the adjusters' names in the rolodex, you will have to enter the salutation because there currently is no where to store it on the application (except in a user defined field which you could set up). The advantage is that it avoids clutter in the rolodex. However, then, there is one insurance company at a specific location who may have many adjusters. So, you can't enter a salutation on that one insurance company card in the rolodex. You would need one for every adjuster.
If you don't want to enter the salutation by hand and you don't want to use "gentlepersons," you will have to set up a user defined field at the Injury sheet for the adjuster.
Mike
what you have:
>
>>
won't work because you have to choose one or the other. In other words, if you decide not to enter all of the adjusters' names in the rolodex, you will have to enter the salutation because there currently is no where to store it on the application (except in a user defined field which you could set up). The advantage is that it avoids clutter in the rolodex. However, then, there is one insurance company at a specific location who may have many adjusters. So, you can't enter a salutation on that one insurance company card in the rolodex. You would need one for every adjuster.
If you don't want to enter the salutation by hand and you don't want to use "gentlepersons," you will have to set up a user defined field at the Injury sheet for the adjuster.
Mike