Dear Michael,
If a company has a business address and a mailing address, like an Insurance company with a business address but also a P.O. Box for all correspondance, how would you set that up in their rolodex card? Which would go into the dark grey area for the party? How would you then add the other information to a form letter?
If there is no insurance claim number how do I set a form letter to list "UNKNOWN" as default?
How would I pull the date and time into a form letter of something like a deposition? Would a deposition be placed on case activity or calendar?
Thanks again!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
Address Issue + Form Letters
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Michael Appell
Re: Address Issue + Form Letters
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The po box should go in the address spot since that is where they want their correspondence sent. The other information would probably go into Business Comments since the physical address would not be used for anything else but reference (no correspondence would be sent there).
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I'm not following you here. Claim numbers are attached to the Injury or Injuries for a case and not to the rolodex card. I would also like to comment that many offices are electing NOT to enter the adjuster in the rolodex card because they move around so much. Rather, they are entering the adjuster(s) on the injuries sheet of the client card along with the claim number.
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The easiest would be to use the form letter input command:
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The input commands could automatically be posted into the case activity and/or the calendar. For that, you may want to review the Memory,PostAct and the PostCal commands in the help file.
Mike
The po box should go in the address spot since that is where they want their correspondence sent. The other information would probably go into Business Comments since the physical address would not be used for anything else but reference (no correspondence would be sent there).
>
I'm not following you here. Claim numbers are attached to the Injury or Injuries for a case and not to the rolodex card. I would also like to comment that many offices are electing NOT to enter the adjuster in the rolodex card because they move around so much. Rather, they are entering the adjuster(s) on the injuries sheet of the client card along with the claim number.
>
The easiest would be to use the form letter input command:
>
The input commands could automatically be posted into the case activity and/or the calendar. For that, you may want to review the Memory,PostAct and the PostCal commands in the help file.
Mike
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Michael Lerner
Re: Address Issue + Form Letters
Dear Michael,
In form letters are both address lines (address1 and address2) from the rolodex card picked up? or just the first one? How would you designate form letters to pick up the 1st vs. 2nd line?How would you handle 111 North Side Street, Suite 1? Would that go on the first line or second?
Thanks!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
In form letters are both address lines (address1 and address2) from the rolodex card picked up? or just the first one? How would you designate form letters to pick up the 1st vs. 2nd line?How would you handle 111 North Side Street, Suite 1? Would that go on the first line or second?
Thanks!
Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131