Enhance Template editor to include Contact and/or Spouse

Status:

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.

Comments

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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