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Enhance Template editor to include Contact and/or Spouse

Status: New
by Employee on ‎06-11-2010 09:09 AM

Submitted for Lincoln Financial by John Gariepy


Enhance Template editor to include Contact and/or Spouse.  Would like to be be able to add the Merge Fields: Contact's salutation, an & symbol, and the spouses name. eg. Dear Bob & Jane, And if there is no Spouse, leave that empty, and don't show the & symbol.  They want this to work for the informal salutation field, and the more formal ContactPFL field.

on ‎06-17-2010 03:22 PM
Yes! This would be solved if there was FULL Word template integration as you could use the "If....Then....Else" function you find in a regular Word template.  Then you could say if "Spouse" "is not blank" then add this text "&" and then use the merge field "Spouse".   I'd like to be able to use this functionality to say do something similar.  If it's in a rep territory, it prints a sentence with the rep's contact info.  If it's in a in-house territory, it prints a different line of text. 

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