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Communication Fields - Overview
The significance of Word Embed Fields It is possible to create any type of Communications to go out to clients. To make this as effective and efficient as possible, there is a list of fields that can be used to embed information directly into a ...
Account Fields
Account Type Fields Field Explanation [ACCTYPE_DES] The description of the account type selected to the account at the time the Communication is created Generic Account Fields Field Explanation [ACC_ARREARS_DAYS] This shows the number of days the ...
Manual Communication Replacement Fields
Concept These are an alternative to creating Copy Communications Manual replacement fields allow the input of user defined Communication Replacement fields to Master documents This method can be useful when: The Master Document is heavily formatted, ...
Communications
Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...
Bailment Fields
Common Bailment Fields The following communication replacement fields are created from any bailment communication process: Field Explanation [BMTDLR_CODE] Bailment Dealer Code [BMTDLR_DES] Bailment Dealer Description [BMTDLR_OPENDATE] Bailment Dealer ...