Letterhead
In Agentbox you can add a residential address and a postal address. If you would like perform a mail merge to a lookup of contacts you can only use one type of address.
The solution to this is to use the letter head variable. The default letter head will use the Custom Letter Head if this has been entered otherwise the Postal Address and if no postal address has been entered it will default to the standard Address field.
The Custom Letter Head allows you to completely customise the addressing field without affecting the contacts residential or postal address on their contact card.
1. Search for your Contact open their Contact Card and click on the Contact Card tab
2. Tick the Custom Letterhead checkbox next to Address To
5. Customise the letterhead using the free text box
E.g. Your contact Joseph Thomas is in a de facto relationship with Mary and you would like to address them together in all communications.
To include Mary on e-newsletters sent to Joseph you enter Joseph & Mary in the salutation field
To include Mary on all letters sent to Joseph you can customise the letter head to always address Mr John and Mary Smith using the Address To field or the Custom Letter Head.
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5. Click Save.