Adviser CRM has email templates and letter templates. If you want to print a report/letter to send to a client please follow the steps below.
1. Open the Life Policy you want to print the report for.
2. Click the 3 dot menu system which is on the top right hand side of the screen
3. Click Mail Merge
4. Select the template you want to use, which is in this case Policy Schedule
5. Once you have selected your template, Click Merge
6. Click Preview Merge
7. Click Download Current Record or All Records if you are merging multiple reports.
You can then email the PDF to your client or;
You can also Email to client directly from the report.
1. Instead of clicking Download, click email record
2. Make sure in the To address you delete any field that is in there and choose Primary Contact > Email and click Email which will add the email address of the primary correspondent into the To field.
3. Make sure you select the all the options in the screenshot below and make sure that in the To field that is shows <<Primary Contact.Email>> and click Send.
Once you click send, your client will get the report attached as a PDF file and the email will also show in your client email history inside Adviser CRM as well as the attachment.