Company merge data in formletters

[Andrew Carrick]

Isn't there a way of merging Company Address details into formletters? This would be where you've added a second address (via Options button) to a Company/Insurer record - I can merge the main address in the letters no problem. Does that make sense?

[Jan Regnier]

I find in a document if you select Applied DATA and select COMPANY (if multiple address are entered on the company) plus sign next to it  - it will list all of the additional addresses and you can select from that list.

I was on the COMPANY file - I didn't check on a Client file if you could access addl co. addresses. - Ok - NO on a client it's only client info no CO info available other than the policy info. 

If you do a company form letter and leave the area for address blank you can pull in the multiple addresses using the above info - I don't think it would pull in addl address other than manually - I don't think it would work for multiple form letters printing at one time.  I'll keep fiddling with it to see what happens but it looks to me to get to those addl addresses you would have to do one letter at a time.

Do you want to pull one in when CREATING a formletter or on a letter already set up?

We are on 10.4...

[Andrew Carrick]

Ah, I see. It looks like you can only do that while creating the letter on the Customer record, not pre-select it somehow in the formletter template. Thanks Jan.