688. New merge fields for candidate/client templates

No. 688. November 24, 2023

ebroker: New merge fields for lead/client templates

ebroker, it allows you create templates for letters, labels and envelopes, for which new merge fields from the modules have been added Candidates y Clients.

These templates are created in Control panel > Catalogues > Office Suites > Templates, and Control panel > Email > Templates. Now, you have new combined fields to make your templates for letters, labels and envelopes from candidates and clients.

Among them, some of the new combined fields are: No. Policies, No. Canceled Policies, No. Valid Policies, No. Claims, Comments, PR. Average, Net Premiums, Total Premiums, Portfolio Premiums, Commissions, Manager User, Sex, File, and more.

 You just have to go to ...

Tools > Control Panel > Control Panel > Catalogs > Office > Templates