How do I change the Salutation on a letter and identify whether a claim refers to a primary, secondary or both ...

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 is the Claimants details Stored?

Where is 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?

How is the Salutation Selected?

The Salutation is selected on 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

For Instructions on Mail Merge - see the full document here.

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