Syntax | Simple Coding for Letters and Emails

Client Codes

Date

<:=datetime_merge.format(‘%d %B %Y’).lstrip('0'):>

Salutation Code

<:=$client.salutation:>

Client Address Code      

<:=$client.address_title:>

<:for item in $client.address.filter(‘preferred=True’):>

<:=item.street:>

<:=item.suburb:>  <:=item.state.value.upper():>  <:=item.postcode:>

<:end:>

Adviser Codes

Adviser Name

<:=$client.client_adviser.first_name:> <:=$client.client_adviser.last_name:>

Phone

<:=$client.client_adviser.preferred_phone:>

Email

<:=$client.client_adviser.preferred_email:>

Adviser Qualifications

<:=$client.client_adviser.user_qualifications:>

Adviser Job title

<:=$client.client_adviser.jobtitle:>

Corporate Authorised Representative No

<:=$client.client_adviser.authorised_rep_no:>

Adviser Address (street, suburb, state)

<:for item in $client.client_adviser.address.filter('type=2'):> <:=item.street.value:> <:=item.suburb:> <:=item.postcode:> <:=item.state:> <:end:>

Adviser Telephone

<:=$client.client_adviser.preferred_phone

Adviser Company

<:=$client.client_adviser.employer:>

Adviser Group Logo

<:=$client.client_adviser.group_xmerge_logo2:>

Diary event

<:for schedule in $diaryevent.schedules:>

<:=schedule.startdate.format('%A %d %B %Y'):>

<:end:>

<:for schedule in $diaryevent.schedules:><:=schedule.start.format(‘%H:%M’).lstrip(‘0’):> <:=schedule.start.format(’%p’).lower():><:end:>

Credit Representative Number

<:=$client.client_adviser.xpt_crn:><:end:>

Licensee Details

<:=licensee_full:> <:=afsl_licence_type:> Licence Number <:=afsl_number:> ABN <:=afsl_abn:>

Adviser Signature code

<:=$client.client_adviser.signature:>

Salutation

<:=$recipient.preferred_name:> <:if $recipient.has_partner:> and <:=$recipient.partner.preferred_name:><:end:>,

Date of Birth

<:=$recipient.dob:>

Adviser Name

<:=$recipient.client_adviser.first_name:> <:=$recipient.client_adviser.last_name:>

Adviser Signature

<:=$recipient.client_adviser.xmerge_signature:>

Adviser Qualifications

<:=$recipient.client_adviser.user_qualifications:>

Adviser Job Title

<:=$recipient.client_adviser.jobtitle:>

Adviser Employer

<:=$recipient.client_adviser.employer:>

Adviser Branch

<:=$recipient.client_adviser.xpt_branch:>

Adviser Licensee Details

<:if $recipient.client_adviser.xpt_branch=='Matrix Planning Solutions Limited':> AFSL & ACL 238256 <:end:><:if $recipient.client_adviser.xpt_branch=='ClearView Financial Advice Pty Ltd':>AFSL 331367<:end:>

Adviser Contact Details

<:for item in $recipient.client_adviser.address:> <:if item.type=='Business':> <:=item.street:> <:=item.suburb:> <:=item.state:> <:=item.postcode:> <:end:> <:end:> | Phone <: for item in $recipient.client_adviser.contact :><: if item.type=='Work Phone':><:=item.value:><:end:><:end:> | Email <: for item in $recipient.client_adviser.contact :><: if item.type=='Work Email':><:=item.value:><:end:><:end: