on - last edited on by
sara.row
|
Available from 31st October 2023 |
Overview
The Essentials team has released two items to support you when communicating in bulk with your clients:
- a new Xmerge template for generating bulk letters, Scalable Solutions bulk letter template v23.10.docx
- a new Xport to help you check the quality of your client contact details, Bulk letter data
Both of the above artefacts have been added to the following managed sites in the UK region (please check the URL of your Xplan site in your browser if you are unsure whether this applies to you):
- Xplancentral
- Xplancentral1
- Xplancentral2
- Xplancentral3 - Essentials + users only
- Threesixty
The related Feature Overview can be viewed here.
User guide
The bulk letter template will provide a simple and efficient way to communicate in bulk with your clients. The letter template has been coded to top and tail your letter so all you need do is insert the text into the body of the letter.
The template includes the syntax for the following fields:
- Logo on first page
- Sender address
- Address title
- Client preferred address
- Date
- Salutation
- Sign off from adviser / Sign off from user
- Footer on first page
- Label to identify the output per entity
Alternative syntax options have been provided for Address Title and Salutation where you may wish to use a more familiar approach for individuals. The options have been colour-coded for easy identification and removal where not required.
The Xport includes all the fields relevant to the new letter template to ensure you have good quality client data before generating the bulk letters.
Related articles
Feature Overview can be viewed here.
