Where does FYI pick up the Contact Name, Salutation or Addressee from when creating letters?

FYI picks up information such as the Client's Contact Name, Salutation or Addressee ultimately from your practice management software.

This information, as well as information about the user creating the email or document, is brought into FYI emails and documents using Merge Fields. The Merge Fields are incorporated into Word Templates and Stationery, and Email Templates and Signatures. Refer to Including Merge Fields in Word Templates and Stationery and Including Merge Fields in Email Templates and Signatures.

For integrations using Practice Sync, this information will be synchronised to your client in FYI.

For practices integrated with Xero Practice Manager, or where FYI is selected as the Practice Management source, these details will be retrieved from the contact set as the the Primary Contact in Xero Practice Manager.

  1. Open the client's name in Xero Practice Manager.

  2. Under Details Tab, click the + Add Contact link on the right panel.
    1605_Add_Contact.gif
  3. Add the client's name.

  4. Tick Set as primary contact.
    Note: If this option is not ticked, the "Contact Name" on the Client - Summary tab in FYI will remain blank. Using the Contact Name merge field will also remain blank in documents and emails.
    3399_Primary_Contact_XPM.gif
  5. Click + Add Salutation and Addressee

  6. Enter the Addressee's name.
    Note: If the Addressee field isn't set, Xero Practice Manager will use the Contact Name instead.

  7. Click Save.

  8. Manually sync Xero Practice Manager Clients and FYI.
    Refer to Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.

Another way is to add a Custom Field in Xero Practice Manager called "Salutation" and then use the Word Merge Field layout for custom fields.

Refer to Including Merge Fields in Word Templates and Stationery and Including Merge Fields in Email Templates and Signatures.

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