Generating form letters from downloads

[brinkerdana]

We'd like to generate a contact letter for clients whose policies are renewed via download.  Has anyone set something like this up?

System generates a DOWN activity, but not all DOWN activities are new/renewal policies.  I know how to set up automatic letters, but is there I way I can set it up so we don't have to manually create the activity that generates the letter?

[Jeff Zylstra]

We'd like to generate a contact letter for clients whose policies are renewed via download.  Has anyone set something like this up?

System generates a DOWN activity, but not all DOWN activities are new/renewal policies.  I know how to set up automatic letters, but is there I way I can set it up so we don't have to manually create the activity that generates the letter?

I believe that the "DOWN" activity is hard coded, and cannot be changed.  If that is wrong, you could add further steps to the activity, but probably not.  There is a way to run a report that will add activities and generate letters based on certain criteria.  It's been some time since I've done one, so naturally I don't remember which report it was.  Maybe in the marketing area?  I think it can be done, but maybe not in a one step process.

[Conan_Ward]

try an activity report for down and the rest of your criteria, and extra criteria as below (provided the status in the description line of the down activity is the same # of characters in as it is in CN TAM).

substr(tfile.desc,31,3)="NBS" or substr(tfile.desc,31,3)="REN"

[Jim Jensen]

Nice answer Conan - search the activity text for REN!

[Jeff Zylstra]

That's why we pay you the big bucks, Conan!     +1 and thank you!

[brinkerdana]

try an activity report for down and the rest of your criteria, and extra criteria as below (provided the status in the description line of the down activity is the same # of characters in as it is in CN TAM).

substr(tfile.desc,31,3)="NBS" or substr(tfile.desc,31,3)="REN"

Thank you! 

I figured someone would know a way so I wouldn't have to re-invent the wheel!

[Conan_Ward]

That's why we pay you the big bucks, Conan!     +1 and thank you!

Wait, I'm getting paid for posting here? Is this per karma or comment? Is this is in dollars or deer?

I'll take either bucks, I just need to know if I should clear the deep freeze...

[Jeff Zylstra]

That's why we pay you the big bucks, Conan!     +1 and thank you!

Wait, I'm getting paid for posting here? Is this per karma or comment? Is this is in dollars or deer?

I'll take either bucks, I just need to know if I should clear the deep freeze...

Clear the freezers!  We have lots of road kills around here!   

[JohnGage]

At one time my DOWN activities were being added w/o a department code.  If that's still happening you would have to use policy type to discern PL from CL.  Also the obligatory warning about being careful to not trust "NBS" when in fact the policy is a rewrite from one carrier to another in your office - new to the carrier but not to you.

[brinkerdana]

At one time my DOWN activities were being added w/o a department code.  If that's still happening you would have to use policy type to discern PL from CL.  Also the obligatory warning about being careful to not trust "NBS" when in fact the policy is a rewrite from one carrier to another in your office - new to the carrier but not to you.

Thanks for the headzup!