Why is the Notice of Assessment generated by the Tax Assessments Automation Process displaying the incorrect Client Name?
The Notice of Assessment generated by the Tax Assessments Automation Process is displaying the incorrect Client Name.
The most likely cause is that the Merge Field used to generate the Client Name in the Template(s) in the Automation Process is the Contact Name of the client.
Update the Merge Field in any Templates in the affected Automation Processes to be Client Name rather than Contact Name.
To download the FYI Merge Fields master document, refer to Including Merge Fields in Word Templates and Stationery.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports