Documentation

How Do I Change the Salutation on a Letter and Identify Whether a Claim Refers to a Primary, Secondary or Both Clients?

Overview

There are three possible salutations that are configurable for each claim.

1: The First claimant only (eg. Dear Mr Smith)

2: The Second claimant only (eg. Dear Mrs Smith)

3: The First and Second Claimant (eg. Dear Mr Smith and Mrs Smith)

Where are the Claimants Details Stored?

The details are held in the Client Details part of the claim screen.

1: First Claimant

2: Second Claimant

How is the Salutation Selected?

The Salutation is selected from the drop down list on the Claim Details Screen.

1: Changing the name in the Account Name drop down list will automatically change the Salutation setting, however.....

2: If required, the Salutation can be manually changed to be different from the Account Name.

When a salutation is selected, the value changes in the mail Merge field ClaimDetailsAccountOwnerType

In this example:

1st = 0 = Mr Fred Smith

2nd = 1 = Mrs Marther Smith

Both = 2 = Mr Fred and Mrs Marther Smith

Example of Mail Merge Syntax to Use

Mail Merge Fields you may wish to use and the values in this example:

ClaimDetailsAccountOwnerType = 0, 1 or 2

ClientContactTitle = Mr

ClientContactFirstName = Fred

ClientContactLastName = Smith

ClientContactSecondTitle = Mrs

ClientContactSecondFirstName = Marther

ClientContactSecondLastName = Smith

Known Issues

Microsoft Word sometimes does not recognise nested IF statements if typed directly.

If this is the case, it is recommended that you use the Microsoft Word GUI to start the IF statement and then edit as required. See below.

Start the Rule in Microsoft Word

1: Click Rules from the menu.

2: Select If...Then...Else from the drop down list - the rule window will open.

Select Field Name

Select ClaimDetailsAccountOwnerType from the Field Name drop down list.

Insert Dummy Data for Edit

Key data into the 3 boxes so that they can be edited later, then Click OK.

Tempory Rule Created for Edit

The rule is created - now we can edit it.

Insert Space so that We Can Edit

Click after the "0" then press Enter a few times to make a space.

Insert What We Want to Do if Field is = 0

1: Click Insert Merge Field.

2: Select fields required for condition = 0 (The fields can only be selected one at a time.)

Complete First Statement

1: Add quotes around the first condition. (If the check is true)

2: Put a space between the fields - this is so that we print "Mr Smith" and not "MrSmith".

Second Statement

1: Select and copy the IF command. (CTRL+C)

2: Paste it at the end of the statement. (CTRL+V)

Edit the Second Statement

Add the required fields:

1: Change the value of the IF statement to "1".

2: Add the quotes.

3: Add the required spaces between fields.

Create the Last Statement

We do not need an IF statement as we have already checked for the values 0 and 1 - If we get to here, the value only be 2.

1: Therefore we just need to add the required fields with the word AND between the 2 names; and add the quotes to complete the statements.

2: Remove the blank lines and the YES and NO from the original statement, but do not delete the the end statement identifier "}".

The Statement is Complete

The statement in our example reads as follows: