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Q1: Can you add more options for merge fields for mail merge documents?
Q2: Is there a way to go from one client policy to another without exiting the policy then exiting the client then going to new client?
Q3: How can I attach Word, Excel & PDF files to a client record?
Q4: Can we save e-mails to a client?
Q5: If you have a Business with 40 employees and the business phone number changes, changing each EE phone number is time consuming, is there an easier way?
A1:
We currently allow ALL fields available for either an individual or business record to be used as merge fields in mail-merge documents. You also have the option to create User Defined Merge Fields which prompt you to enter the field value at letter print time.
A2:
Use summary view, pull up a list of policies using a query or Retrieve All, and then double click on the 1st policy (or which ever you desire). You will be taken to the policy and because you did this from Summary View, in the lower right hand corner you now have a control that allows you to click and go the next policy, prior policy, 1st policy or last policy.
A3:
You must have the Scan module, and then you can use the Attach button on the Attachments tab to do this.
A4:
When you right click on the e-mail address of a record and click Send e-mail you are prompted if you want to save a copy. If an e-mail is received and you click on the item in Outlook (not Outlook Express since Microsoft does not allow developers to modify it) then click the Agency Expert button on the Outlook toolbar, it allows you to search for the record to which you wish to attach the incoming e-mail. This requires Outlook 2000 or higher.
A5:
Go to summary view and at the Individual Tab use a query to find all individuals that are EEs of the company. Then click Update All, select the phone field and type in the new number, click OK and then Save. All 40 EE’s phone number will be updated.
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