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Addresses are entered on Client Maintenance Screen to display where Clients can be contact at. To setup or view an address on a client:
From the IRIS Main Menu, click IRIS AutoMail.
The IRIS AutoMail - Letter Request browser screen displays. Select the Clients icon on the toolbar.
Highlight a client and click View.
The client maintenance screen displays. Click the Address tab (the clients address will be displayed).
Addresses may be given the property of either the Main Address or Billing Address.
The Main address is used by most AutoMail letters and is typically where
most of your correspondences would be sent to. The Billing address is
mostly used in IRIS fees, whereby the allocated person is sent the billing
documents and any queries regards to them to the address defined.
There are two types of addresses that can be set up on clients:
Main Address - used to send general communication to the client.
Billing Address - used
when the client would prefer you to mail them any bills.
From the IRIS Main Menu, click IRIS AutoMail.
The IRIS AutoMail - Letter Request browser screen displays. Select the Templates icon on the toolbar.
The IRIS AutoMail - Letter Template Maintenance screen displays. Highlight your template and click the Edit icon on the toolbar.
The MS Word template displays. Place the cursor where you would like to enter the address details. For example, under the Contact Name.
Minimise Word, the Tag selection screen displays. Click on the Particular Client folder, Common| Main Address. Select the tags that you would like to add, for example, Address Line 1, Address Line 2, Address Line 3, Town , County, Postcode and Country.
Click Refresh.
Maximize MS Word to add the details on to the template.
Click the Mailings tab. In the Write & Insert Fields section click on the Insert Merge Field down arrow.
Click the Tag that you would like to enter in the document. For example, Address Line 1 this will be displayed as LMCLAddr1
Press Enter on the Keyboard to go to a new line.
Repeat Steps 1 to 3 ensuring that all the relevant address tags are added to the template, that is, LMCLAddr2, LMCLAddr3, LMCLTown, LMCLCounty, LMCLPostCode, LMCLCountry
Minimise MS Word click Save
in the Tag selection screen.
To place the address in a certain position, you may want to use Text boxes. It is recommended that you do not use tables as tables will not allow lines to be suppressed if there is no available data in that field. For example, an address for a client does not have town entered. If you use tables to position the address, there will be a blank space where the town is supposed to be.
Click Insert Merge Field (located on the left of Insert Word field).
Select the relevant tag. For example: Address Line 1( LMCLAddr1).
Press Enter on the Keyboard to go to a new line.
Repeat Steps 1 to 3 ensuring that all the relevant address tags are added to the template,that is, LMCLAddr2, LMCLAddr3, LMCLTown, LMCLCounty, LMCLPostCode, LMCLCountry
Minimise MS Word and click Save in the Tag selection screen.