Writing to Clients Separately
Within the New Document Dialog there is now a checkbox option to allow the user to write to individual Client Contacts separately:
When this is selected the display of the dropdown changes to show the number of contacts against the client and the Options button changes to ‘Select’:
Clicking on the Select button will display the Client selection dialog and will show all the Client Contacts (Note, they are all ticked as default)
The Address as and Dear fields will be auto-populated, so make sure they are as you want them to be. Check all contacts in the list.
Click the OK button and the New Document Dialog now reflects the selection
Redbrick will then remember your selections and setup for the next time you write to these clients. If you need to change it for any reason run the same steps as above.
When running the document Redbrick will now create and open a copy of the document for each contact.
NOTE: If you have been using Redbrick for many years there is a chance your documents do not have the correct tokens. If this is the case, please contact us to get your documents updated.
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